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Disclosery

Abundance Wealth Counselors: FISV position timeline

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

Abundance Wealth Counselors held 23,052 FISV 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 23,052 shares
    Change vs previous 13F +11,347 shares

    0.07% of the 13F portfolio, value $1,130,701.

    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 11,705 shares
    Change vs previous 13F +1,911 shares

    0.09% of the 13F portfolio, value $653,139.

    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 9,794 shares
    Change vs previous 13F -1,537 shares

    0.11% of the 13F portfolio, value $657,865.

    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 11,331 shares
    Change vs previous 13F -299 shares

    0.25% of the 13F portfolio, value $1,460,913.

    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 11,630 shares
    Change vs previous 13F +337 shares

    0.37% of the 13F portfolio, value $1,997,000.

    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 11,293 shares
    Change vs previous 13F +185 shares

    0.51% of the 13F portfolio, value $2,452,000.

    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 11,108 shares
    Change vs previous 13F -203 shares

    0.5% of the 13F portfolio, value $2,282,000.

    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 11,311 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,032,000.

    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).