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Disclosery

Abundance Wealth Counselors: O position timeline

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

Abundance Wealth Counselors held 46,027 O 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 46,027 shares
    Change vs previous 13F +23,467 shares

    0.19% of the 13F portfolio, value $2,851,792.

    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 22,560 shares
    Change vs previous 13F -696 shares

    0.2% of the 13F portfolio, value $1,380,139.

    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 23,256 shares
    Change vs previous 13F +520 shares

    0.22% of the 13F portfolio, value $1,310,870.

    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 22,736 shares
    Change vs previous 13F +692 shares

    0.24% of the 13F portfolio, value $1,382,004.

    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 22,044 shares
    Change vs previous 13F +5,389 shares

    0.24% of the 13F portfolio, value $1,270,000.

    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 16,655 shares
    Change vs previous 13F +1,795 shares

    0.2% of the 13F portfolio, value $966,000.

    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 14,860 shares
    Change vs previous 13F +1,043 shares

    0.17% of the 13F portfolio, value $794,000.

    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 13,817 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $876,000.

    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).