Abundance Wealth Counselors: IBIT position timeline

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

Abundance Wealth Counselors held 11,454 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 11,454 shares
Change vs previous 13F +5,727 shares
0.02% of the 13F portfolio, value $381,332.
13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,727 shares
Change vs previous 13F +5,727 shares
0.03% of the 13F portfolio, value $220,047.
13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 0 shares
Change vs previous 13F -3,932 shares
13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 3,932 shares
Change vs previous 13F +7 shares
0.04% of the 13F portfolio, value $255,607.
13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,925 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $240,000.
13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).