Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management 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.

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

Shares (Q2 2026): 1
Value: $18
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of NLY by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1	$18	<0.1%	−38−97.4%	Reduced	Holders
Q1 2026	39	$821	<0.1%	+39	New	Holders
Q3 2023	0	$0	0.0%	−28−100.0%	Sold out	Holders
Q2 2023	28	$561	<0.1%	+28	New	Holders