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Disclosery

Abundance Wealth Counselors: UL position timeline

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

Abundance Wealth Counselors held 46,143 UL 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 46,143 shares
    Change vs previous 13F +22,223 shares

    0.18% of the 13F portfolio, value $2,774,117.

    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 23,920 shares
    Change vs previous 13F -552 shares

    0.2% of the 13F portfolio, value $1,362,722.

    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 24,472 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,600,464.

    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).