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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
745
Value
$255.7K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of V by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026745$255.7K0.1%−185−19.9%ReducedHolders
Q1 2026930$281.2K0.1%+225+31.9%AddedHolders
Q4 2025705$247.2K0.1%−174−19.8%ReducedHolders
Q3 2025879$300.2K0.1%+122+16.1%AddedHolders
Q2 2025757$268.6K0.1%−110−12.7%ReducedHolders
Q1 2025867$304.0K0.1%−79−8.4%ReducedHolders
Q4 2024946$299.1K0.1%−4−0.4%ReducedHolders
Q3 2024950$261.2K0.1%+107+12.7%AddedHolders
Q2 2024843$221.2K0.1%+65+8.4%AddedHolders
Q1 2024778$217.0K0.1%−95−10.9%ReducedHolders
Q4 2023873$227.3K0.1%+43+5.2%AddedHolders
Q3 2023830$190.9K0.1%+11+1.3%AddedHolders
Q2 2023819$194.4K0.1%+317+63.1%AddedHolders
Q1 2023502$113.1K0.1%−382−43.2%ReducedHolders
Q4 2022884$183.7K0.1%+435+96.9%AddedHolders
Q3 2022449$79.8K<0.1%+449NewHolders