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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

PHIN holding history

Phinia 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.

PHIN overviewAll 13F holders of PHINFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$330
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of PHIN by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$330<0.1%00.0%UnchangedHolders
Q1 20264$274<0.1%00.0%UnchangedHolders
Q4 20254$251<0.1%00.0%UnchangedHolders
Q3 20254$230<0.1%00.0%UnchangedHolders
Q2 20254$178<0.1%−1−20.0%ReducedHolders
Q1 20255$213<0.1%−2−28.6%ReducedHolders
Q4 20247$338<0.1%−1−12.5%ReducedHolders
Q3 20248$369<0.1%+1+14.3%AddedHolders
Q2 20247$276<0.1%+7NewHolders