Abundance Wealth Counselors: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on V, newest first. How the timeline and the estimate are built.
Abundance Wealth Counselors held 17,564 V shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 17,564 sharesChange vs previous 13F +8,353 shares
0.39% of the 13F portfolio, value $6,026,032.
13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,211 sharesChange vs previous 13F +775 shares
0.4% of the 13F portfolio, value $2,783,933.
13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,436 sharesChange vs previous 13F +453 shares
0.5% of the 13F portfolio, value $2,958,593.
13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,983 sharesChange vs previous 13F -362 shares
0.47% of the 13F portfolio, value $2,725,243.
13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,345 sharesChange vs previous 13F +37 shares
0.55% of the 13F portfolio, value $2,917,000.
13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,308 sharesChange vs previous 13F -170 shares
0.6% of the 13F portfolio, value $2,869,000.
13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,478 sharesChange vs previous 13F +211 shares
0.58% of the 13F portfolio, value $2,679,000.
13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,267 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $2,273,000.
13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).