Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WSFS holding history

WSFS 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.

WSFS overview All 13F holders of WSFS Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q1 2025

Holdings of WSFS by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q4 2025	4	$221	<0.1%	00.0%	Unchanged	Holders
Q3 2025	4	$216	<0.1%	00.0%	Unchanged	Holders
Q2 2025	4	$220	<0.1%	00.0%	Unchanged	Holders
Q1 2025	4	$208	<0.1%	+4	New	Holders