Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

SAFE holding history

Safehold 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.

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

Shares (Q2 2026): 10
Value: $157
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2023

Holdings of SAFE by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10	$157	<0.1%	00.0%	Unchanged	Holders
Q1 2026	10	$136	<0.1%	+10	New	Holders
Q4 2023	0	$0	0.0%	−34−100.0%	Sold out	Holders
Q3 2023	34	$606	<0.1%	+34	New	Holders