Notify me when Abacus Planning Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 266 | $751,250,743 | +$25,507,401 | -$15,613,431 | +$9,893,970 | DSTL, VTI, STIP, VBR, VXUS | 13F-HR | 16 Jan 2026, 12:48 |
| Q3 2025 | 262 | $724,783,295 | +$30,524,743 | -$19,231,953 | +$11,292,790 | DSTL, VTI, STIP, VBR, JMTG | 13F-HR | 21 Oct 2025, 17:40 |
| Q2 2025 | 248 | $672,457,912 | +$81,498,756 | -$18,134,181 | +$63,364,575 | DSTL, VTI, J P MORGAN EXCHANGE TRADED F, VBR, STIP | Restatement | 21 Jul 2025, 11:48 |
| Q1 2025 | 236 | $570,880,471 | +$20,712,101 | -$7,474,981 | +$13,237,120 | DSTL, VTI, VBR, STIP, VXUS | 13F-HR | 14 Apr 2025, 12:55 |
| Q4 2024 | 223 | $568,624,128 | +$28,678,467 | -$6,108,096 | +$22,570,371 | DSTL, VTI, VBR, STIP, VXUS | 13F-HR | 31 Jan 2025, 20:06 |
| Q3 2024 | 218 | $559,503,920 | +$29,747,292 | -$18,377,207 | +$11,370,085 | DSTL, VTI, VBR, VXUS, STIP | 13F-HR | 02 Oct 2024, 12:06 |
| Q2 2024 | 218 | $515,567,975 | +$21,163,560 | -$16,013,117 | +$5,150,443 | DSTL, VTI, VBR, VXUS, AMZN | 13F-HR | 30 Jul 2024, 17:56 |
| Q1 2024 | 209 | $511,649,437 | +$18,413,300 | -$10,328,313 | +$8,084,987 | DSTL, VTI, VBR, VXUS, AMZN | 13F-HR | 11 Apr 2024, 18:18 |
| Q4 2023 | 203 | $474,242,107 | +$42,175,387 | -$22,682,492 | +$19,492,895 | DSTL, VTI, VBR, VXUS, AAPL | 13F-HR | 19 Jan 2024, 14:06 |
| Q3 2023 | 189 | $410,924,498 | +$19,269,935 | -$6,397,884 | +$12,872,051 | DSTL, VTI, VBR, VXUS, AAPL | 13F-HR | 11 Oct 2023, 15:47 |
| Q2 2023 | 200 | $413,354,364 | +$14,683,211 | -$10,914,244 | +$3,768,967 | DSTL, VTI, VBR, VXUS, AAPL | 13F-HR | 06 Jul 2023, 19:11 |
| Q1 2023 | 193 | $388,090,957 | +$14,905,208 | -$9,794,343 | +$5,110,865 | DSTL, VTI, VBR, VXUS, AAPL | 13F-HR | 17 Apr 2023, 19:28 |
| Q4 2022 | 181 | $365,679,331 | +$30,846,370 | -$17,728,514 | +$13,117,856 | DSTL, VTI, VBR, VXUS, AAPL | 13F-HR | 19 Jan 2023, 14:59 |
| Q3 2022 | 178 | $331,241,000 | +$24,048,018 | -$11,951,664 | +$12,096,354 | DSTL, VTI, VBR, AAPL, VXUS | 13F-HR | 18 Oct 2022, 17:57 |
| Q2 2022 | 194 | $339,377,000 | +$56,664,843 | -$16,692,583 | +$39,972,260 | DSTL, VBR, VTI, UNP, VXUS | 13F-HR | 15 Jul 2022, 17:41 |
| Q1 2022 | 206 | $371,482,000 | +$26,110,360 | -$15,388,306 | +$10,722,054 | UNP, VBR, VXUS, AMZN, AAPL | 13F-HR | 12 Apr 2022, 17:37 |
| Q4 2021 | 212 | $374,489,000 | +$44,900,309 | -$4,283,886 | +$40,616,423 | VXUS, VBR, UNP, AMZN, AAPL | 13F-HR | 14 Jan 2022, 18:50 |
| Q3 2021 | 190 | $314,086,000 | +$7,843,393 | -$16,156,659 | -$8,313,266 | VXUS, AMZN, VBR, UNP, AAPL | 13F-HR | 19 Oct 2021, 13:49 |
| Q2 2021 | 192 | $327,493,000 | +$11,547,848 | -$15,516,981 | -$3,969,133 | AMZN, VXUS, VBR, UNP, AAPL | 13F-HR | 20 Jul 2021, 14:16 |
| Q1 2021 | 190 | $312,529,000 | +$9,993,318 | -$35,772,586 | -$25,779,268 | AMZN, UNP, VXUS, VBR, BOC | 13F-HR | 26 Apr 2021, 21:09 |
| Q4 2020 | 188 | $313,549,000 | +$12,124,674 | -$12,935,271 | -$810,597 | BOC, AMZN, VXUS, UNP, AAPL | 13F-HR | 01 Feb 2021, 14:52 |
| Q3 2020 | 173 | $274,167,000 | +$28,968,057 | -$6,384,327 | +$22,583,730 | BOC, AMZN, UNP, VXUS, AAPL | 13F-HR | 03 Nov 2020, 10:12 |
| Q2 2020 | 166 | $245,639,000 | +$35,973,650 | -$20,991,518 | +$14,982,132 | BOC, AMZN, UNP, VXUS, AAPL | 13F-HR | 11 Aug 2020, 13:42 |
| Q1 2020 | 159 | $203,493,000 | +$41,994,385 | -$16,946,457 | +$25,047,928 | BOC, UNP, AMZN, VXUS, AAPL | 13F-HR | 30 Apr 2020, 17:06 |
| Q4 2019 | 175 | $217,734,000 | +$8,821,274 | -$9,206,272 | -$384,998 | BOC, UNP, AAPL, AMZN, SCHO | 13F-HR | 30 Jan 2020, 16:21 |
| Q3 2019 | 171 | $201,821,000 | +$48,140,446 | -$11,474,219 | +$36,666,227 | BOC, UNP, AMZN, AAPL, SCHO | 13F-HR | 01 Nov 2019, 11:40 |
| Q2 2019 | 165 | $166,473,000 | +$11,188,325 | -$8,315,865 | +$2,872,460 | UNP, AMZN, BOC, AAPL, SCHO | 13F-HR | 12 Aug 2019, 13:43 |
| Q1 2019 | 153 | $159,980,000 | +$14,852,890 | -$4,489,979 | +$10,362,911 | UNP, AMZN, AAPL, BOC, SCHO | 13F-HR | 25 Apr 2019, 15:40 |
| Q4 2018 | 141 | $131,892,000 | +$40,368,658 | -$38,883,854 | +$1,484,804 | UNP, AMZN, AAPL, SCHO, EEM | Restatement | 15 Feb 2019, 16:42 |
| Q3 2018 | 148 | $149,065,000 | +$12,055,342 | -$8,249,942 | +$3,805,400 | UNP, AAPL, AMZN, SCHO, BOSTON OMAHA CORPORA | 13F-HR | 31 Oct 2018, 14:04 |
| Q2 2018 | 146 | $133,124,000 | +$12,625,392 | -$6,882,650 | +$5,742,742 | UNP, AAPL, AMZN, M&T BANK CORP, EXXON MOBIL | 13F-HR | 26 Jul 2018, 18:14 |
| Q1 2018 | 129 | $122,683,000 | +$28,681,289 | -$5,380,231 | +$23,301,058 | UNP, AAPL, AMZN, M&T BANK CORP, BOSTON OMAHA CORPORA | 13F-HR | 04 May 2018, 13:30 |
| Q4 2017 | 119 | $98,405,000 | $0 | $0 | $0 | AAPL, UNP, AMZN, M&T BANK CORP, EXXON MOBIL | 13F-HR | 06 Mar 2018, 17:13 |