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Disclosery

Abundance Wealth Counselors: F position timeline

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

Abundance Wealth Counselors held 326,206 F 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 326,206 shares
    Change vs previous 13F +167,002 shares

    0.29% of the 13F portfolio, value $4,534,274.

    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 159,204 shares
    Change vs previous 13F -3,279 shares

    0.26% of the 13F portfolio, value $1,837,204.

    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 162,483 shares
    Change vs previous 13F +1,122 shares

    0.36% of the 13F portfolio, value $2,131,776.

    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 161,361 shares
    Change vs previous 13F -1,661 shares

    0.33% of the 13F portfolio, value $1,929,874.

    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 163,022 shares
    Change vs previous 13F +5,103 shares

    0.33% of the 13F portfolio, value $1,776,000.

    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 157,919 shares
    Change vs previous 13F +38,794 shares

    0.33% of the 13F portfolio, value $1,594,000.

    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 119,125 shares
    Change vs previous 13F -13,805 shares

    0.26% of the 13F portfolio, value $1,179,000.

    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 132,930 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,404,000.

    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).