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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2022
Holdings of CADE by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,665−100.0%Sold outHolders
Q4 20251,665$71.3K<0.1%00.0%UnchangedHolders
Q3 20251,665$62.5K<0.1%00.0%UnchangedHolders
Q2 20251,665$53.2K<0.1%00.0%UnchangedHolders
Q1 20251,665$50.5K<0.1%+1,150+223.3%AddedHolders
Q4 2024515$17.7K<0.1%00.0%UnchangedHolders
Q3 2024515$16.4K<0.1%00.0%UnchangedHolders
Q2 2024515$14.6K<0.1%00.0%UnchangedHolders
Q1 2024515$14.9K<0.1%00.0%UnchangedHolders
Q4 2023515$15.2K<0.1%00.0%UnchangedHolders
Q3 2023515$10.9K<0.1%+6+1.2%AddedHolders
Q2 2023509$9.99K<0.1%+6+1.2%AddedHolders
Q1 2023503$10.4K<0.1%+4+0.8%AddedHolders
Q4 2022499$12.3K<0.1%+5+1.0%AddedHolders
Q3 2022494$12.6K<0.1%+494NewHolders