Current Market Value 655,439,429
Current Holdings 113
Most Recent File Date 2025-07-14
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Abacus Wealth Partners, LLC . 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)
2025-07-14 2025-06-30 13F-HR 113 655,439
2025-05-08 2025-03-31 13F-HR 91 664,959
2025-01-16 2024-12-31 13F-HR 93 669,702
2024-10-03 2024-09-30 13F-HR 93 667,050
2024-07-11 2024-06-30 13F-HR 83 603,345
2024-04-10 2024-03-31 13F-HR 89 596,112
2024-02-13 2023-12-31 13F-HR/A 1 R 76 592,337
2024-02-07 2023-12-31 13F-HR 76 592,337
2023-11-13 2023-09-30 13F-HR 70 322,968
2023-07-25 2023-06-30 13F-HR 85 331,979
2023-05-19 2023-03-31 13F-HR 88 302,213
2023-06-01 2022-12-31 13F-HR 82 281,050
2023-05-31 2022-09-30 13F-HR 74 188,701
2023-05-31 2022-06-30 13F-HR 79 192,587
2023-05-31 2022-03-31 13F-HR 88 224,997
2023-05-31 2021-12-31 13F-HR 123 283,008
2023-05-31 2021-09-30 13F-HR 117 271,576
2023-05-31 2021-06-30 13F-HR 114 255,368
2023-05-31 2021-03-31 13F-HR 111 140,543
2023-05-31 2020-12-31 13F-HR 92 114,664