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Disclosery

Abundance Wealth Counselors: HASI position timeline

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

Abundance Wealth Counselors held 87,424 HASI 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 87,424 shares
    Change vs previous 13F +43,931 shares

    0.22% of the 13F portfolio, value $3,413,907.

    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 43,493 shares
    Change vs previous 13F -485 shares

    0.23% of the 13F portfolio, value $1,598,368.

    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 43,978 shares
    Change vs previous 13F +630 shares

    0.23% of the 13F portfolio, value $1,382,233.

    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 43,348 shares
    Change vs previous 13F +909 shares

    0.23% of the 13F portfolio, value $1,330,791.

    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 42,439 shares
    Change vs previous 13F +1,759 shares

    0.21% of the 13F portfolio, value $1,140,000.

    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 40,680 shares
    Change vs previous 13F +1,031 shares

    0.25% of the 13F portfolio, value $1,189,000.

    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 39,649 shares
    Change vs previous 13F +820 shares

    0.23% of the 13F portfolio, value $1,064,000.

    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 38,829 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,338,000.

    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).