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Disclosery

Abundance Wealth Counselors: BEN position timeline

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

Abundance Wealth Counselors held 88,445 BEN 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 88,445 shares
    Change vs previous 13F +44,519 shares

    0.19% of the 13F portfolio, value $2,942,587.

    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 43,926 shares
    Change vs previous 13F +12,017 shares

    0.15% of the 13F portfolio, value $1,037,540.

    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 31,909 shares
    Change vs previous 13F +166 shares

    0.13% of the 13F portfolio, value $762,312.

    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 31,743 shares
    Change vs previous 13F -1,807 shares

    0.13% of the 13F portfolio, value $734,225.

    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 33,550 shares
    Change vs previous 13F -175 shares

    0.15% of the 13F portfolio, value $800,000.

    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 33,725 shares
    Change vs previous 13F +4,810 shares

    0.14% of the 13F portfolio, value $649,000.

    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 28,915 shares
    Change vs previous 13F -1,519 shares

    0.13% of the 13F portfolio, value $587,000.

    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 30,434 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $613,000.

    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).