Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

SIVB holding history

SVB Financial Group 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of SIVB by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−96−100.0%	Sold out	Holders
Q4 2022	96	$22.1K	<0.1%	+3+3.2%	Added	Holders
Q3 2022	93	$31.2K	<0.1%	+93	New	Holders