Skip to main content

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

DV holding history

DoubleVerify Holdings, 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.

DV overviewAll 13F holders of DVFull Q2 2026 holdings

Shares (Q2 2026)
8
Value
$87
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of DV by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$87<0.1%00.0%UnchangedHolders
Q1 20268$76<0.1%00.0%UnchangedHolders
Q4 20258$92<0.1%00.0%UnchangedHolders
Q3 20258$96<0.1%00.0%UnchangedHolders
Q2 20258$120<0.1%00.0%UnchangedHolders
Q1 20258$107<0.1%−2−20.0%ReducedHolders
Q4 202410$193<0.1%00.0%UnchangedHolders
Q3 202410$169<0.1%−7−41.2%ReducedHolders
Q2 202417$331<0.1%00.0%UnchangedHolders
Q1 202417$598<0.1%−30−63.8%ReducedHolders
Q4 202347$1.73K<0.1%+36+327.3%AddedHolders
Q3 202311$308<0.1%00.0%UnchangedHolders
Q2 202311$429<0.1%+11NewHolders