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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2022
Holdings of XYZ by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−45−100.0%Sold outHolders
Q1 202645$2.71K<0.1%00.0%UnchangedHolders
Q4 202545$2.93K<0.1%−1−2.2%ReducedHolders
Q3 202546$3.31K<0.1%+31+206.7%AddedHolders
Q2 202515$1.00K<0.1%+10+200.0%AddedHolders
Q1 20255$284<0.1%−2−28.6%ReducedHolders
Q4 20247$616<0.1%−421−98.4%ReducedHolders
Q3 2024428$28.7K<0.1%+403+1,612.0%AddedHolders
Q2 202425$1.63K<0.1%00.0%UnchangedHolders
Q1 202425$2.13K<0.1%−14−35.9%ReducedHolders
Q4 202339$3.02K<0.1%−140−78.2%ReducedHolders
Q3 2023179$7.92K<0.1%00.0%UnchangedHolders
Q2 2023179$11.9K<0.1%00.0%UnchangedHolders
Q1 2023179$12.3K<0.1%−66−26.9%ReducedHolders
Q4 2022245$15.4K<0.1%−23−8.6%ReducedHolders
Q3 2022268$14.7K<0.1%+268NewHolders