Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
BOX holding history
Box 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.
BOX overviewAll 13F holders of BOXFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −274−100.0% | Sold out | Holders |
| Q1 2026 | 274 | $6.48K | <0.1% | −6−2.1% | Reduced | Holders |
| Q4 2025 | 280 | $8.38K | <0.1% | −190−40.4% | Reduced | Holders |
| Q3 2025 | 470 | $15.2K | <0.1% | +464+7,733.3% | Added | Holders |
| Q2 2025 | 6 | $206 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 6 | $186 | <0.1% | −2−25.0% | Reduced | Holders |
| Q4 2024 | 8 | $253 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 8 | $262 | <0.1% | −3−27.3% | Reduced | Holders |
| Q2 2024 | 11 | $291 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 11 | $312 | <0.1% | +11 | New | Holders |