Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

AAON holding history

Aaon, Inc. in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of AAON by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q1 2024	5	$441	<0.1%	+5	New	Holders
Q4 2023	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q3 2023	4	$228	<0.1%	+1+33.3%	Added	Holders
Q2 2023	3	$285	<0.1%	+3	New	Holders