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Disclosery

Abundance Wealth Counselors: PCT position timeline

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

Abundance Wealth Counselors held 25,312,529 PCT 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 25,312,529 shares
    Change vs previous 13F +16,776,002 shares

    13.33% of the 13F portfolio, value $205,284,610.

    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 8,536,527 shares
    Change vs previous 13F +6,722,837 shares

    6.36% of the 13F portfolio, value $44,304,575.

    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 1,813,690 shares
    Change vs previous 13F -125,000 shares

    2.63% of the 13F portfolio, value $15,579,597.

    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 1,938,690 shares
    Change vs previous 13F -412,000 shares

    4.37% of the 13F portfolio, value $25,493,773.

    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 2,350,690 shares
    Change vs previous 13F -70,197 shares

    6.03% of the 13F portfolio, value $32,204,000.

    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 2,420,887 shares
    Change vs previous 13F -278,800 shares

    3.51% of the 13F portfolio, value $16,753,000.

    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 2,699,687 shares
    Change vs previous 13F -2,672,142 shares

    6.02% of the 13F portfolio, value $27,672,000.

    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 5,371,829 shares
    Change vs previous 13F not available

    10.56% of the 13F portfolio, value $51,032,000.

    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).