Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
PFBC holding history
Preferred Bank 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.
PFBC overviewAll 13F holders of PFBCFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q2 2023