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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

AAT holding history

American Assets Trust, 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.

AAT overviewAll 13F holders of AATFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of AAT by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−18−100.0%Sold outHolders
Q3 202318$351<0.1%00.0%UnchangedHolders
Q2 202318$346<0.1%+18NewHolders