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Disclosery

Abundance Wealth Counselors: ISTB position timeline

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

Abundance Wealth Counselors held 506,326 ISTB 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 506,326 shares
    Change vs previous 13F +259,998 shares

    1.59% of the 13F portfolio, value $24,430,236.

    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 246,328 shares
    Change vs previous 13F +10,968 shares

    1.71% of the 13F portfolio, value $11,937,059.

    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 235,360 shares
    Change vs previous 13F -2,748 shares

    1.94% of the 13F portfolio, value $11,473,837.

    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 238,108 shares
    Change vs previous 13F +19,824 shares

    1.99% of the 13F portfolio, value $11,629,157.

    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 218,284 shares
    Change vs previous 13F -12,063 shares

    1.99% of the 13F portfolio, value $10,620,000.

    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 230,347 shares
    Change vs previous 13F -13,249 shares

    2.33% of the 13F portfolio, value $11,137,000.

    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 243,596 shares
    Change vs previous 13F +309 shares

    2.53% of the 13F portfolio, value $11,637,000.

    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 243,287 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $11,843,000.

    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).