Skip to content
Disclosery

Abundance Wealth Counselors: UPS position timeline

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

Abundance Wealth Counselors held 21,117 UPS 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 21,117 shares
    Change vs previous 13F +9,238 shares

    0.15% of the 13F portfolio, value $2,270,150.

    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 11,879 shares
    Change vs previous 13F +1,784 shares

    0.17% of the 13F portfolio, value $1,168,689.

    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 10,095 shares
    Change vs previous 13F +411 shares

    0.17% of the 13F portfolio, value $1,001,363.

    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 9,684 shares
    Change vs previous 13F +707 shares

    0.14% of the 13F portfolio, value $808,946.

    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 8,977 shares
    Change vs previous 13F +701 shares

    0.17% of the 13F portfolio, value $906,000.

    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 8,276 shares
    Change vs previous 13F +2,376 shares

    0.19% of the 13F portfolio, value $910,000.

    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 5,900 shares
    Change vs previous 13F -829 shares

    0.16% of the 13F portfolio, value $744,000.

    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 6,729 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $917,000.

    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).