Abundance Wealth Counselors: TBG position timeline

Abundance Wealth Counselors held 1,567,748 TBG 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 1,567,748 shares

   Change vs previous 13F +646,808 shares

   3.71% of the 13F portfolio, value $57,160,093.

   13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 920,940 shares

   Change vs previous 13F +97,845 shares

   4.61% of the 13F portfolio, value $32,103,969.

   13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 823,095 shares

   Change vs previous 13F +566,912 shares

   4.64% of the 13F portfolio, value $27,483,148.

   13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 256,183 shares

   Change vs previous 13F +11,624 shares

   1.45% of the 13F portfolio, value $8,471,967.

   13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 244,559 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $7,870,000.

   13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).