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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

STEL holding history

Stellar Bancorp, 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.

STEL overviewAll 13F holders of STELFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of STEL by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−14−100.0%Sold outHolders
Q2 202414$322<0.1%00.0%UnchangedHolders
Q1 202414$342<0.1%00.0%UnchangedHolders
Q4 202314$390<0.1%00.0%UnchangedHolders
Q3 202314$299<0.1%00.0%UnchangedHolders
Q2 202314$321<0.1%+14NewHolders