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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

CHEF holding history

Chefs' Warehouse, 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.

CHEF overviewAll 13F holders of CHEFFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$193
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of CHEF by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$193<0.1%00.0%UnchangedHolders
Q1 20262$119<0.1%00.0%UnchangedHolders
Q4 20252$125<0.1%00.0%UnchangedHolders
Q3 20252$117<0.1%00.0%UnchangedHolders
Q2 20252$128<0.1%00.0%UnchangedHolders
Q1 20252$109<0.1%−3−60.0%ReducedHolders
Q4 20245$247<0.1%00.0%UnchangedHolders
Q3 20245$211<0.1%−3−37.5%ReducedHolders
Q2 20248$313<0.1%00.0%UnchangedHolders
Q1 20248$302<0.1%00.0%UnchangedHolders
Q4 20238$236<0.1%00.0%UnchangedHolders
Q3 20238$170<0.1%00.0%UnchangedHolders
Q2 20238$287<0.1%+8NewHolders