Skip to content
Disclosery

Abundance Wealth Counselors: IQLT position timeline

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

Abundance Wealth Counselors held 394,440 IQLT 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 394,440 shares
    Change vs previous 13F +175,018 shares

    1.27% of the 13F portfolio, value $19,544,503.

    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 219,422 shares
    Change vs previous 13F +6,329 shares

    1.46% of the 13F portfolio, value $10,143,879.

    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 213,093 shares
    Change vs previous 13F -7,238 shares

    1.64% of the 13F portfolio, value $9,685,087.

    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 220,331 shares
    Change vs previous 13F -25,803 shares

    1.67% of the 13F portfolio, value $9,736,442.

    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 246,134 shares
    Change vs previous 13F -14,754 shares

    1.97% of the 13F portfolio, value $10,511,000.

    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 260,888 shares
    Change vs previous 13F -277,464 shares

    2.17% of the 13F portfolio, value $10,354,000.

    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 538,352 shares
    Change vs previous 13F -4,014 shares

    4.35% of the 13F portfolio, value $19,984,000.

    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 542,366 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $22,503,000.

    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).