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Disclosery

Abundance Wealth Counselors: FDLO position timeline

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

Abundance Wealth Counselors held 91,006 FDLO 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 91,006 shares
    Change vs previous 13F +28,346 shares

    0.4% of the 13F portfolio, value $6,218,869.

    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 62,660 shares
    Change vs previous 13F -860 shares

    0.58% of the 13F portfolio, value $4,047,198.

    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 63,520 shares
    Change vs previous 13F -4,055 shares

    0.72% of the 13F portfolio, value $4,239,994.

    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 67,575 shares
    Change vs previous 13F -11,539 shares

    0.76% of the 13F portfolio, value $4,451,173.

    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 79,114 shares
    Change vs previous 13F -4,740 shares

    0.88% of the 13F portfolio, value $4,705,000.

    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 83,854 shares
    Change vs previous 13F -110,879 shares

    1.03% of the 13F portfolio, value $4,907,000.

    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 194,733 shares
    Change vs previous 13F -166 shares

    2.57% of the 13F portfolio, value $11,799,000.

    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 194,899 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $11,957,000.

    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).