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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

PTC holding history

PTC 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.

PTC overviewAll 13F holders of PTCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2022
Holdings of PTC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4−100.0%Sold outHolders
Q1 20264$570<0.1%+2+100.0%AddedHolders
Q4 20252$318<0.1%+2NewHolders
Q2 20250$00.0%−4−100.0%Sold outHolders
Q1 20254$620<0.1%−25−86.2%ReducedHolders
Q4 202429$5.33K<0.1%00.0%UnchangedHolders
Q3 202429$5.24K<0.1%−5−14.7%ReducedHolders
Q2 202434$6.18K<0.1%+5+17.2%AddedHolders
Q1 202429$5.48K<0.1%00.0%UnchangedHolders
Q4 202329$5.07K<0.1%+10+52.6%AddedHolders
Q3 202319$2.69K<0.1%+3+18.8%AddedHolders
Q2 202316$2.28K<0.1%00.0%UnchangedHolders
Q1 202316$2.05K<0.1%00.0%UnchangedHolders
Q4 202216$1.92K<0.1%−62−79.5%ReducedHolders
Q3 202278$8.16K<0.1%+78NewHolders