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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ATI holding history

Ati 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.

ATI overviewAll 13F holders of ATIFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$198
% of portfolio
<0.1%
Quarters held
8
Since Q2 2023
Holdings of ATI by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$198<0.1%+1NewHolders
Q1 20250$00.0%−9−100.0%Sold outHolders
Q4 20249$496<0.1%00.0%UnchangedHolders
Q3 20249$603<0.1%−6−40.0%ReducedHolders
Q2 202415$832<0.1%−2−11.8%ReducedHolders
Q1 202417$870<0.1%00.0%UnchangedHolders
Q4 202317$773<0.1%+6+54.5%AddedHolders
Q3 202311$453<0.1%00.0%UnchangedHolders
Q2 202311$487<0.1%+11NewHolders