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Manager record

Abacus Planning Group, Inc.

Columbia, SC · CIK 1602730 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$808.94MReported 13F valueQ2 2026 · as filed
259Holdings listed
+8.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $672.5M$672.5MQ2 2025248 holdingsQ3 2025: $724.8M$724.8MQ3 2025262 holdingsQ4 2025: $751.3M$751.3MQ4 2025266 holdingsQ1 2026: $742.9M$742.9MQ1 2026264 holdingsQ2 2026: $808.9M$808.9MQ2 2026259 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$808.94M · 259 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$742.89M · 264 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$751.25M · 266 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$724.78M · 262 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR/A · period Q2 2025

$672.46M · 248 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$295.90M · 50 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology