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Disclosery

Abundance Wealth Counselors: D position timeline

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

Abundance Wealth Counselors held 41,553 D 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 41,553 shares
    Change vs previous 13F +19,502 shares

    0.18% of the 13F portfolio, value $2,837,654.

    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 22,051 shares
    Change vs previous 13F +6,634 shares

    0.2% of the 13F portfolio, value $1,363,193.

    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 15,417 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $903,283.

    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).