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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

WTFC holding history

Wintrust 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.

WTFC overviewAll 13F holders of WTFCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of WTFC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−14−100.0%Sold outHolders
Q1 202614$1.95K<0.1%+14NewHolders
Q3 20230$00.0%−11−100.0%Sold outHolders
Q2 202311$799<0.1%+11NewHolders