Abundance Wealth Counselors: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on IJH, newest first. How the timeline and the estimate are built.
Abundance Wealth Counselors held 149,042 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 149,042 sharesChange vs previous 13F +58,945 shares
0.75% of the 13F portfolio, value $11,492,683.
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 90,097 sharesChange vs previous 13F +13,641 shares
0.87% of the 13F portfolio, value $6,084,274.
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 76,456 sharesChange vs previous 13F -4,090 shares
0.85% of the 13F portfolio, value $5,046,119.
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 80,546 sharesChange vs previous 13F -13,604 shares
0.9% of the 13F portfolio, value $5,256,460.
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 94,150 sharesChange vs previous 13F -1,387 shares
1.09% of the 13F portfolio, value $5,834,000.
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 95,537 sharesChange vs previous 13F -11,023 shares
1.17% of the 13F portfolio, value $5,584,000.
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 106,560 sharesChange vs previous 13F -2,712 shares
1.45% of the 13F portfolio, value $6,640,000.
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 109,272 sharesChange vs previous 13F not available
1.41% of the 13F portfolio, value $6,810,000.
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).