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Disclosery

Abundance Wealth Counselors: ARE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on ARE, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 75,004 ARE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,004 shares
    Change vs previous 13F +40,046 shares

    0.26% of the 13F portfolio, value $3,963,996.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,958 shares
    Change vs previous 13F +13,720 shares

    0.23% of the 13F portfolio, value $1,622,766.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,238 shares
    Change vs previous 13F +1,190 shares

    0.18% of the 13F portfolio, value $1,039,409.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,048 shares
    Change vs previous 13F +242 shares

    0.29% of the 13F portfolio, value $1,670,864.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,806 shares
    Change vs previous 13F +4,399 shares

    0.28% of the 13F portfolio, value $1,500,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,407 shares
    Change vs previous 13F +2,641 shares

    0.31% of the 13F portfolio, value $1,465,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,766 shares
    Change vs previous 13F -602 shares

    0.27% of the 13F portfolio, value $1,245,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,368 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,587,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).