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ABOUND FINANCIAL, LLC: SPTM position timeline

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

ABOUND FINANCIAL, LLC held 284,191 SPTM 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 284,191 shares
    Change vs previous 13F -3,537 shares

    10.29% of the 13F portfolio, value $25,801,721.

    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 287,728 shares
    Change vs previous 13F -28,877 shares

    9.94% of the 13F portfolio, value $22,747,760.

    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 316,605 shares
    Change vs previous 13F -611 shares

    10.11% of the 13F portfolio, value $26,119,954.

    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 317,216 shares
    Change vs previous 13F +16,118 shares

    10.24% of the 13F portfolio, value $25,583,491.

    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 301,098 shares
    Change vs previous 13F +6,399 shares

    9.92% of the 13F portfolio, value $22,549,233.

    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 294,699 shares
    Change vs previous 13F +17,508 shares

    10.14% of the 13F portfolio, value $20,042,502.

    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 277,191 shares
    Change vs previous 13F not available

    10.03% of the 13F portfolio, value $19,799,792.

    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).