Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
AWR holding history
American States Water Co 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.
AWR overviewAll 13F holders of AWRFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q4 2025 | 3 | $218 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 3 | $220 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3 | $230 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3 | $237 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3 | $234 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 3 | $250 | <0.1% | −1−25.0% | Reduced | Holders |
| Q2 2024 | 4 | $291 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4 | $289 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 4 | $322 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 4 | $315 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 4 | $348 | <0.1% | +4 | New | Holders |