Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

AMSF holding history

Amerisafe 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of AMSF by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−12−100.0%	Sold out	Holders
Q2 2025	12	$525	<0.1%	+12	New	Holders
Q4 2023	0	$0	0.0%	−8−100.0%	Sold out	Holders
Q3 2023	8	$401	<0.1%	00.0%	Unchanged	Holders
Q2 2023	8	$427	<0.1%	+8	New	Holders