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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

III holding history

Information Services 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.

III overviewAll 13F holders of IIIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of III by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−170−100.0%Sold outHolders
Q3 2025170$978<0.1%+170NewHolders