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Disclosery

Abundance Wealth Counselors: IXUS position timeline

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

Abundance Wealth Counselors held 77,718 IXUS 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 77,718 shares
    Change vs previous 13F +38,627 shares

    0.48% of the 13F portfolio, value $7,417,406.

    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 39,091 shares
    Change vs previous 13F -484 shares

    0.49% of the 13F portfolio, value $3,386,844.

    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 39,575 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $3,349,628.

    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 39,575 shares
    Change vs previous 13F -1,749 shares

    0.56% of the 13F portfolio, value $3,268,103.

    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 41,324 shares
    Change vs previous 13F -1,580 shares

    0.6% of the 13F portfolio, value $3,195,000.

    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 42,904 shares
    Change vs previous 13F -37 shares

    0.63% of the 13F portfolio, value $2,995,000.

    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 42,941 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,840,000.

    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 42,941 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,119,000.

    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).