Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

CWST holding history

Casella Waste Systems 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.

CWST overview All 13F holders of CWST Full Q2 2026 holdings

Shares (Q2 2026): 1
Value: $97
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CWST by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1	$97	<0.1%	−2−66.7%	Reduced	Holders
Q1 2026	3	$239	<0.1%	00.0%	Unchanged	Holders
Q4 2025	3	$294	<0.1%	+3	New	Holders