Abacus Wealth Partners, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,171,996 | 36,945 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $372,948 | 6,642 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $371,433 | 7,469 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $248,781 | 7,453 | Shares | Sole | 2025-05-08 |