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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

IBTX holding history

Independent Bank Group, 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.

IBTX overviewAll 13F holders of IBTXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of IBTX by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4−100.0%Sold outHolders
Q4 20244$243<0.1%+4NewHolders
Q2 20240$00.0%−9−100.0%Sold outHolders
Q1 20249$411<0.1%00.0%UnchangedHolders
Q4 20239$458<0.1%00.0%UnchangedHolders
Q3 20239$356<0.1%00.0%UnchangedHolders
Q2 20239$311<0.1%+9NewHolders