Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
UCB holding history
United Community Banks 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.
UCB overviewAll 13F holders of UCBFull Q2 2026 holdings
- Shares (Q2 2026)
- 535
- Value
- $18.8K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 535 | $18.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 535 | $16.8K | <0.1% | +60+12.6% | Added | Holders |
| Q4 2025 | 475 | $14.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 475 | $14.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 475 | $14.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 475 | $13.4K | <0.1% | +435+1,087.5% | Added | Holders |
| Q4 2024 | 40 | $1.29K | <0.1% | +40 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −15−100.0% | Sold out | Holders |
| Q1 2024 | 15 | $395 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 15 | $439 | <0.1% | −6−28.6% | Reduced | Holders |
| Q3 2023 | 21 | $534 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 21 | $525 | <0.1% | +21 | New | Holders |