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Disclosery

Abundance Wealth Counselors: SUB position timeline

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

Abundance Wealth Counselors held 263,074 SUB 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 263,074 shares
    Change vs previous 13F +139,220 shares

    1.82% of the 13F portfolio, value $28,009,460.

    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 123,854 shares
    Change vs previous 13F +6,389 shares

    1.89% of the 13F portfolio, value $13,190,436.

    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 117,465 shares
    Change vs previous 13F +5,881 shares

    2.12% of the 13F portfolio, value $12,533,547.

    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 111,584 shares
    Change vs previous 13F -11,955 shares

    2.04% of the 13F portfolio, value $11,914,970.

    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 123,539 shares
    Change vs previous 13F -382 shares

    2.46% of the 13F portfolio, value $13,137,000.

    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 123,921 shares
    Change vs previous 13F +2,420 shares

    2.74% of the 13F portfolio, value $13,086,000.

    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 121,501 shares
    Change vs previous 13F +18,721 shares

    2.79% of the 13F portfolio, value $12,816,000.

    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 102,780 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $10,914,000.

    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).