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Disclosery

Abundance Wealth Counselors: WAB position timeline

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

Abundance Wealth Counselors held 10,772 WAB 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 10,772 shares
    Change vs previous 13F +5,071 shares

    0.19% of the 13F portfolio, value $2,904,132.

    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 5,701 shares
    Change vs previous 13F +859 shares

    0.2% of the 13F portfolio, value $1,424,737.

    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 4,842 shares
    Change vs previous 13F +171 shares

    0.17% of the 13F portfolio, value $1,033,539.

    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 4,671 shares
    Change vs previous 13F +640 shares

    0.16% of the 13F portfolio, value $936,404.

    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 4,031 shares
    Change vs previous 13F +250 shares

    0.16% of the 13F portfolio, value $844,000.

    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 3,781 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $686,000.

    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).