Abundance Wealth Counselors: DFAC position timeline

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

Abundance Wealth Counselors held 14,223 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 14,223 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $630,932.
13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,223 shares
Change vs previous 13F +14,223 shares
0.08% of the 13F portfolio, value $552,706.
13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 0 shares
Change vs previous 13F -14,223 shares
13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 14,223 shares
Change vs previous 13F -625 shares
0.09% of the 13F portfolio, value $548,581.
13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,848 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $532,000.
13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).