Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

MDRX holding history

Veradigm 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of MDRX by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−3,241−100.0%	Sold out	Holders
Q4 2023	3,241	$34.0K	<0.1%	+3,219+14,631.8%	Added	Holders
Q3 2023	22	$290	<0.1%	00.0%	Unchanged	Holders
Q2 2023	22	$278	<0.1%	+22	New	Holders