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Disclosery

Abundance Wealth Counselors: XAWFX position timeline

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

Abundance Wealth Counselors held 112,712 XAWFX 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 112,712 shares
    Change vs previous 13F +63,781 shares

    0.08% of the 13F portfolio, value $1,160,934.

    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 48,931 shares
    Change vs previous 13F +3,549 shares

    0.07% of the 13F portfolio, value $497,628.

    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 45,382 shares
    Change vs previous 13F -754 shares

    0.08% of the 13F portfolio, value $485,134.

    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 46,136 shares
    Change vs previous 13F +2,615 shares

    0.09% of the 13F portfolio, value $517,184.

    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 43,521 shares
    Change vs previous 13F +4,737 shares

    0.09% of the 13F portfolio, value $480,000.

    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 38,784 shares
    Change vs previous 13F -4,081 shares

    0.09% of the 13F portfolio, value $416,000.

    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 42,865 shares
    Change vs previous 13F +998 shares

    0.1% of the 13F portfolio, value $460,000.

    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 41,867 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $475,000.

    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).