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Disclosery

Abundance Wealth Counselors: IBM position timeline

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

Abundance Wealth Counselors held 16,854 IBM 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 16,854 shares
    Change vs previous 13F +8,084 shares

    0.31% of the 13F portfolio, value $4,739,514.

    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 8,770 shares
    Change vs previous 13F +297 shares

    0.3% of the 13F portfolio, value $2,125,760.

    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 8,473 shares
    Change vs previous 13F +1,251 shares

    0.42% of the 13F portfolio, value $2,509,785.

    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 7,222 shares
    Change vs previous 13F -177 shares

    0.35% of the 13F portfolio, value $2,037,938.

    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 7,399 shares
    Change vs previous 13F -7,566 shares

    0.41% of the 13F portfolio, value $2,181,000.

    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 14,965 shares
    Change vs previous 13F -61 shares

    0.78% of the 13F portfolio, value $3,721,000.

    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 15,026 shares
    Change vs previous 13F -446 shares

    0.72% of the 13F portfolio, value $3,303,000.

    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 15,472 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,421,000.

    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).