Abundance Wealth Counselors: INV position timeline

Abundance Wealth Counselors held 1,566,239 INV 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 1,566,239 shares

   Change vs previous 13F +783,348 shares

   0.52% of the 13F portfolio, value $7,940,832.

   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).

2. period ended2026-03-31

   13F 782,891 shares

   Change vs previous 13F +694 shares

   0.44% of the 13F portfolio, value $3,061,104.

   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).

3. period ended2025-12-31

   13F 782,197 shares

   Change vs previous 13F +27,886 shares

   0.55% of the 13F portfolio, value $3,269,583.

   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).

4. period ended2025-09-30

   13F 754,311 shares

   Change vs previous 13F 0 shares

   0.75% of the 13F portfolio, value $4,367,461.

   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).

5. period ended2025-06-30

   13F 754,311 shares

   Change vs previous 13F not available

   0.68% of the 13F portfolio, value $3,621,000.

   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).