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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

TMP holding history

Tompkins Financial Corp 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.

TMP overviewAll 13F holders of TMPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of TMP by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$218<0.1%00.0%UnchangedHolders
Q3 20253$199<0.1%00.0%UnchangedHolders
Q2 20253$189<0.1%00.0%UnchangedHolders
Q1 20253$189<0.1%−1−25.0%ReducedHolders
Q4 20244$272<0.1%00.0%UnchangedHolders
Q3 20244$232<0.1%−4−50.0%ReducedHolders
Q2 20248$392<0.1%00.0%UnchangedHolders
Q1 20248$403<0.1%00.0%UnchangedHolders
Q4 20238$482<0.1%00.0%UnchangedHolders
Q3 20238$392<0.1%00.0%UnchangedHolders
Q2 20238$446<0.1%+8NewHolders