Skip to content
Disclosery

Abundance Wealth Counselors: IVV position timeline

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

Abundance Wealth Counselors held 364,474 IVV 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 364,474 shares
    Change vs previous 13F +147,846 shares

    17.72% of the 13F portfolio, value $272,951,144.

    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 216,628 shares
    Change vs previous 13F +25,518 shares

    20.3% of the 13F portfolio, value $141,501,708.

    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 191,110 shares
    Change vs previous 13F -299 shares

    22.1% of the 13F portfolio, value $130,897,168.

    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 191,409 shares
    Change vs previous 13F -3,498 shares

    21.96% of the 13F portfolio, value $128,108,840.

    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 194,907 shares
    Change vs previous 13F +319 shares

    22.45% of the 13F portfolio, value $119,929,000.

    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 194,588 shares
    Change vs previous 13F -5,546 shares

    22.81% of the 13F portfolio, value $108,925,000.

    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 200,134 shares
    Change vs previous 13F -429 shares

    25.64% of the 13F portfolio, value $117,815,000.

    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 200,563 shares
    Change vs previous 13F not available

    23.95% of the 13F portfolio, value $115,688,000.

    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).