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Manager record

Abundance Wealth Counselors

State College, PA · CIK 1767080 · 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.

$705.91MReported 13F valueQ3 2026 · as filed
170Holdings listed
-68.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $534.2K$534.2KQ2 2025165 holdingsQ3 2025: $583.5M$583.5MQ3 2025169 holdingsQ4 2025: $592.3M$592.3MQ4 2025163 holdingsQ1 2026: $697.2M$697.2MQ1 2026246 holdingsQ2 2026: $2.3B$2.3BQ2 2026489 holdingsQ3 2026: $705.9M$705.9MQ3 2026170 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. One or more quarters appear to be reported in $ thousands; figures are shown exactly as filed.
Filing record
Oct 26 2026 13F-HR/A · period Q2 2026

$731.71M · 172 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 26 2026 13F-HR · period Q3 2026

$705.91M · 170 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$1.54B · 317 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$697.22M · 246 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$592.26M · 163 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$583.50M · 169 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$534,192 · 165 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: Q3 2026 · latest filing Oct 26, 2026 · Change methodology