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Disclosery

Abundance Wealth Counselors: XIFR position timeline

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

Abundance Wealth Counselors held 154,760 XIFR 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 154,760 shares
    Change vs previous 13F +77,246 shares

    0.12% of the 13F portfolio, value $1,827,716.

    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 77,514 shares
    Change vs previous 13F -1,835 shares

    0.12% of the 13F portfolio, value $823,199.

    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 79,349 shares
    Change vs previous 13F -29,949 shares

    0.13% of the 13F portfolio, value $793,490.

    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 109,298 shares
    Change vs previous 13F -665 shares

    0.19% of the 13F portfolio, value $1,111,564.

    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 109,963 shares
    Change vs previous 13F +1,429 shares

    0.17% of the 13F portfolio, value $902,000.

    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 108,534 shares
    Change vs previous 13F +43,976 shares

    0.22% of the 13F portfolio, value $1,031,000.

    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 64,558 shares
    Change vs previous 13F -2,148 shares

    0.25% of the 13F portfolio, value $1,149,000.

    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 66,706 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,842,000.

    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).