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Disclosery

Abundance Wealth Counselors: BAI position timeline

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

Abundance Wealth Counselors held 1,939,405 BAI 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 1,939,405 shares
    Change vs previous 13F +825,188 shares

    6.64% of the 13F portfolio, value $102,245,433.

    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 1,114,217 shares
    Change vs previous 13F +13,533 shares

    5.27% of the 13F portfolio, value $36,713,484.

    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 1,100,684 shares
    Change vs previous 13F -356 shares

    6.19% of the 13F portfolio, value $36,652,868.

    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 1,101,040 shares
    Change vs previous 13F +108,136 shares

    6.45% of the 13F portfolio, value $37,611,605.

    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 992,904 shares
    Change vs previous 13F +20,518 shares

    5.36% of the 13F portfolio, value $28,645,000.

    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 972,386 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $21,286,000.

    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).