Skip to main content

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ABR holding history

Arbor Realty 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.

ABR overviewAll 13F holders of ABRFull Q2 2026 holdings

Shares (Q2 2026)
13
Value
$71
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of ABR by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$71<0.1%00.0%UnchangedHolders
Q1 202613$101<0.1%+2+18.2%AddedHolders
Q4 202511$86<0.1%−125−91.9%ReducedHolders
Q3 2025136$1.66K<0.1%+125+1,136.4%AddedHolders
Q2 202511$118<0.1%00.0%UnchangedHolders
Q1 202511$130<0.1%−3−21.4%ReducedHolders
Q4 202414$194<0.1%−381−96.5%ReducedHolders
Q3 2024395$6.15K<0.1%+305+338.9%AddedHolders
Q2 202490$1.29K<0.1%−7−7.2%ReducedHolders
Q1 202497$1.29K<0.1%+7+7.8%AddedHolders
Q4 202390$1.37K<0.1%+90NewHolders