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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ROIC holding history

Retail Opportunity Investments Corp 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.

ROIC overviewAll 13F holders of ROICFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of ROIC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−12−100.0%Sold outHolders
Q4 202412$209<0.1%00.0%UnchangedHolders
Q3 202412$189<0.1%+12NewHolders