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Disclosery

Abundance Wealth Counselors: PEG position timeline

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

Abundance Wealth Counselors held 4,823 PEG 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 4,823 shares
    Change vs previous 13F +4,823 shares

    0.03% of the 13F portfolio, value $391,434.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,855 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,855 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $238,278.

    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).

  4. period ended2025-06-30
    13F 2,855 shares
    Change vs previous 13F -245 shares

    0.04% of the 13F portfolio, value $240,000.

    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).

  5. period ended2025-03-31
    13F 3,100 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $255,000.

    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).

  6. period ended2024-12-31
    13F 3,126 shares
    Change vs previous 13F +26 shares

    0.06% of the 13F portfolio, value $264,000.

    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).

  7. period ended2024-09-30
    13F 3,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $277,000.

    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).