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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

PRVA holding history

Privia Health Group, 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.

PRVA overviewAll 13F holders of PRVAFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$129
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of PRVA by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$129<0.1%00.0%UnchangedHolders
Q1 20265$103<0.1%00.0%UnchangedHolders
Q4 20255$119<0.1%00.0%UnchangedHolders
Q3 20255$125<0.1%00.0%UnchangedHolders
Q2 20255$115<0.1%00.0%UnchangedHolders
Q1 20255$113<0.1%−5−50.0%ReducedHolders
Q4 202410$196<0.1%00.0%UnchangedHolders
Q3 202410$183<0.1%−1−9.1%ReducedHolders
Q2 202411$192<0.1%00.0%UnchangedHolders
Q1 202411$216<0.1%00.0%UnchangedHolders
Q4 202311$254<0.1%+11NewHolders