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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

AGO holding history

Assured Guaranty Ltd 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.

AGO overviewAll 13F holders of AGOFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of AGO by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$270<0.1%00.0%UnchangedHolders
Q3 20253$254<0.1%00.0%UnchangedHolders
Q2 20253$262<0.1%00.0%UnchangedHolders
Q1 20253$265<0.1%00.0%UnchangedHolders
Q4 20243$271<0.1%+3NewHolders
Q2 20240$00.0%−6−100.0%Sold outHolders
Q1 20246$524<0.1%+6NewHolders
Q4 20230$00.0%−7−100.0%Sold outHolders
Q3 20237$424<0.1%00.0%UnchangedHolders
Q2 20237$391<0.1%+7NewHolders