Abundance Wealth Counselors: VRT position timeline

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

Abundance Wealth Counselors held 19,230 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 19,230 shares
Change vs previous 13F +8,382 shares
0.42% of the 13F portfolio, value $6,438,662.
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).
period ended2026-03-31
13F 10,848 shares
Change vs previous 13F +928 shares
0.39% of the 13F portfolio, value $2,718,292.
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).
period ended2025-12-31
13F 9,920 shares
Change vs previous 13F -245 shares
0.27% of the 13F portfolio, value $1,607,114.
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).
period ended2025-09-30
13F 10,165 shares
Change vs previous 13F +7,708 shares
0.26% of the 13F portfolio, value $1,533,499.
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).
period ended2025-06-30
13F 2,457 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $316,000.
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).