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ABOUND FINANCIAL, LLC: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ABOUND FINANCIAL, LLC on SPDW, newest first. How the timeline and the estimate are built.

ABOUND FINANCIAL, LLC held 326,575 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 326,575 shares
    Change vs previous 13F -7,836 shares

    6.56% of the 13F portfolio, value $16,456,127.

    13F-HR 0001420506-26-001786 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 334,411 shares
    Change vs previous 13F -29,676 shares

    6.67% of the 13F portfolio, value $15,265,902.

    13F-HR 0001420506-26-000784 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 364,087 shares
    Change vs previous 13F -21,668 shares

    6.26% of the 13F portfolio, value $16,169,103.

    13F-HR/A 0001420506-26-000431 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 385,755 shares
    Change vs previous 13F +9,316 shares

    6.6% of the 13F portfolio, value $16,506,441.

    13F-HR 0001420506-25-002986 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 376,439 shares
    Change vs previous 13F +4,690 shares

    6.71% of the 13F portfolio, value $15,241,999.

    13F-HR 0001420506-25-001993 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 371,749 shares
    Change vs previous 13F +1,734 shares

    6.85% of the 13F portfolio, value $13,535,405.

    13F-HR 0001420506-25-000836 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 370,015 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $12,628,639.

    13F-HR 0001986152-25-000016 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).