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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

RS holding history

Reliance, 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.

RS overviewAll 13F holders of RSFull Q2 2026 holdings

Shares (Q2 2026)
179
Value
$66.7K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of RS by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026179$66.7K<0.1%−70−28.1%ReducedHolders
Q1 2026249$75.5K<0.1%−83−25.0%ReducedHolders
Q4 2025332$95.8K<0.1%00.0%UnchangedHolders
Q3 2025332$93.1K<0.1%00.0%UnchangedHolders
Q2 2025332$104.1K<0.1%00.0%UnchangedHolders
Q1 2025332$95.7K<0.1%−26−7.3%ReducedHolders
Q4 2024358$96.3K<0.1%+357+35,700.0%AddedHolders
Q3 20241$371<0.1%00.0%UnchangedHolders
Q2 20241$366<0.1%00.0%UnchangedHolders
Q1 20241$428<0.1%+1NewHolders