Abacus Wealth Partners, LLC

SEC CIK: 0001978011
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

CB holding history

Chubb Ltd in every 13F filed by Abacus Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overview All 13F holders of CB Full Q2 2026 holdings

Shares (Q2 2026): 809
Value: $275.7K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CB by Abacus Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	809	$275.7K	<0.1%	−100−11.0%	Reduced	Holders
Q1 2026	909	$296.3K	<0.1%	+19+2.1%	Added	Holders
Q4 2025	890	$277.8K	<0.1%	+159+21.8%	Added	Holders
Q3 2025	731	$206.3K	<0.1%	+731	New	Holders