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Disclosery

Abundance Wealth Counselors: MA position timeline

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

Abundance Wealth Counselors held 5,341 MA 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 5,341 shares
    Change vs previous 13F +1,230 shares

    0.18% of the 13F portfolio, value $2,743,137.

    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 4,111 shares
    Change vs previous 13F +2,184 shares

    0.29% of the 13F portfolio, value $2,054,102.

    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 1,927 shares
    Change vs previous 13F +362 shares

    0.15% of the 13F portfolio, value $873,514.

    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 1,565 shares
    Change vs previous 13F +1,110 shares

    0.15% of the 13F portfolio, value $890,188.

    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 455 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $221,000.

    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 442 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $213,000.

    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 452 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $238,000.

    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 449 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,000.

    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).