Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

LITE holding history

Lumentum 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of LITE by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q1 2026	7	$4.92K	<0.1%	+7	New	Holders
Q2 2023	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q1 2023	1	$55	<0.1%	+1	New	Holders