Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
MSEX holding history
Middlesex Water Co 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.
MSEX overviewAll 13F holders of MSEXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2
- Value
- $113
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $113 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 2 | $105 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2 | $101 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2 | $109 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2 | $109 | <0.1% | −1−33.3% | Reduced | Holders |
| Q1 2025 | 3 | $193 | <0.1% | −1−25.0% | Reduced | Holders |
| Q4 2024 | 4 | $211 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4 | $261 | <0.1% | −1−20.0% | Reduced | Holders |
| Q2 2024 | 5 | $262 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 5 | $263 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 5 | $329 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 5 | $332 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5 | $404 | <0.1% | +5 | New | Holders |