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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

SNEX holding history

StoneX Group 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.

SNEX overviewAll 13F holders of SNEXFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$474
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of SNEX by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$474<0.1%00.0%UnchangedHolders
Q1 20264$323<0.1%+1+33.3%AddedHolders
Q4 20253$286<0.1%00.0%UnchangedHolders
Q3 20253$303<0.1%00.0%UnchangedHolders
Q2 20253$274<0.1%00.0%UnchangedHolders
Q1 20253$230<0.1%+1+50.0%AddedHolders
Q4 20242$196<0.1%00.0%UnchangedHolders
Q3 20242$164<0.1%−4−66.7%ReducedHolders
Q2 20246$452<0.1%00.0%UnchangedHolders
Q1 20246$422<0.1%00.0%UnchangedHolders
Q4 20236$443<0.1%+2+50.0%AddedHolders
Q3 20234$388<0.1%00.0%UnchangedHolders
Q2 20234$333<0.1%+4NewHolders