Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PRFT holding history

Perficient 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.

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

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q4 2023

Holdings of PRFT by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q3 2024	2	$151	<0.1%	−2−50.0%	Reduced	Holders
Q2 2024	4	$300	<0.1%	00.0%	Unchanged	Holders
Q1 2024	4	$226	<0.1%	00.0%	Unchanged	Holders
Q4 2023	4	$264	<0.1%	+4	New	Holders