Current Market Value 534,192
Current Holdings 165
Most Recent File Date 2025-07-21
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Abundance Wealth Counselors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-21 2025-06-30 13F-HR 165 534
2025-04-21 2025-03-31 13F-HR 151 478
2025-01-24 2024-12-31 13F-HR 141 459
2024-10-17 2024-09-30 13F-HR 137 483
2024-07-17 2024-06-30 13F-HR 72 217
2024-04-19 2024-03-31 13F-HR 137 434
2024-01-17 2023-12-31 13F-HR 139 385
2023-10-30 2023-09-30 13F-HR 130 350
2023-07-19 2023-06-30 13F-HR 64 193
2023-05-02 2023-03-31 13F-HR 145 395
2023-02-09 2022-12-31 13F-HR/A 1 N 148 367
2023-02-02 2022-12-31 13F-HR 130 340
2022-11-01 2022-09-30 13F-HR 141 349,803
2022-08-05 2022-06-30 13F-HR 145 368,771
2022-04-28 2022-03-31 13F-HR 147 368,083
2022-01-18 2021-12-31 13F-HR 118 390,131
2021-11-04 2021-09-30 13F-HR 45 171,166
2021-07-26 2021-06-30 13F-HR/A 1 R 106 387,053
2021-07-21 2021-06-30 13F-HR 273 4,275
2021-05-06 2021-03-31 13F-HR/A 1 R 374 402,317
2021-05-05 2021-03-31 13F-HR 373 25,301
2021-01-27 2020-12-31 13F-HR 81 398,453
2020-11-04 2020-09-30 13F-HR 81 347,115
2020-07-21 2020-06-30 13F-HR 77 328,921
2020-04-10 2020-03-31 13F-HR 38 288,245
2020-01-30 2019-12-31 13F-HR 36 359,016
2019-10-30 2019-09-30 13F-HR 33 328,603
2019-08-14 2019-06-30 13F-HR 29 321,377
2019-05-10 2019-03-31 13F-HR 28 304,553
2019-02-14 2018-12-31 13F-HR 27 272,287