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Disclosery

Abundance Wealth Counselors: OAIM position timeline

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

Abundance Wealth Counselors held 13,272 OAIM 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 13,272 shares
    Change vs previous 13F +6,636 shares

    0.04% of the 13F portfolio, value $634,800.

    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 6,636 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $285,726.

    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 6,636 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $274,664.

    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 6,393 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $257,126.

    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 6,393 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $244,000.

    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).