Skip to main content

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ESS holding history

Essex Property Trust, 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.

ESS overviewAll 13F holders of ESSFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$584
% of portfolio
<0.1%
Quarters held
12
Since Q3 2022
Holdings of ESS by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$584<0.1%00.0%UnchangedHolders
Q1 20262$484<0.1%+2NewHolders
Q1 20250$00.0%−15−100.0%Sold outHolders
Q4 202415$4.29K<0.1%00.0%UnchangedHolders
Q3 202415$4.44K<0.1%00.0%UnchangedHolders
Q2 202415$4.09K<0.1%00.0%UnchangedHolders
Q1 202415$3.68K<0.1%00.0%UnchangedHolders
Q4 202315$3.72K<0.1%00.0%UnchangedHolders
Q3 202315$3.19K<0.1%00.0%UnchangedHolders
Q2 202315$3.52K<0.1%00.0%UnchangedHolders
Q1 202315$3.14K<0.1%00.0%UnchangedHolders
Q4 202215$3.18K<0.1%−70−82.4%ReducedHolders
Q3 202285$20.6K<0.1%+85NewHolders