Abundance Wealth Counselors: GBDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on GBDC, newest first. How the timeline and the estimate are built.
Abundance Wealth Counselors held 218,702 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 218,702 sharesChange vs previous 13F +112,673 shares
0.18% of the 13F portfolio, value $2,816,882.
13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 106,029 sharesChange vs previous 13F +7,218 shares
0.19% of the 13F portfolio, value $1,342,327.
13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 98,811 sharesChange vs previous 13F +18,068 shares
0.23% of the 13F portfolio, value $1,340,863.
13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 80,743 sharesChange vs previous 13F +4,185 shares
0.19% of the 13F portfolio, value $1,105,382.
13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 76,558 sharesChange vs previous 13F +6,920 shares
0.21% of the 13F portfolio, value $1,122,000.
13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 69,638 sharesChange vs previous 13F +13,953 shares
0.22% of the 13F portfolio, value $1,054,000.
13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,685 sharesChange vs previous 13F -122,813 shares
0.18% of the 13F portfolio, value $844,000.
13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 178,498 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $2,697,000.
13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).