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Disclosery

Abundance Wealth Counselors: IJR position timeline

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

Abundance Wealth Counselors held 51,029 IJR 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 51,029 shares
    Change vs previous 13F +18,641 shares

    0.49% of the 13F portfolio, value $7,568,111.

    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 32,388 shares
    Change vs previous 13F +5,050 shares

    0.58% of the 13F portfolio, value $4,026,152.

    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 27,338 shares
    Change vs previous 13F -1,280 shares

    0.55% of the 13F portfolio, value $3,285,483.

    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 28,618 shares
    Change vs previous 13F -3,110 shares

    0.58% of the 13F portfolio, value $3,400,681.

    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 31,728 shares
    Change vs previous 13F -2,174 shares

    0.65% of the 13F portfolio, value $3,468,000.

    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 33,902 shares
    Change vs previous 13F -5,151 shares

    0.74% of the 13F portfolio, value $3,545,000.

    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 39,053 shares
    Change vs previous 13F -1,089 shares

    0.98% of the 13F portfolio, value $4,500,000.

    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 40,142 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,695,000.

    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).