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Disclosery

Abound Wealth Management: AFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on AFL, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 3,955 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,955 shares
    Change vs previous 13F -148 shares

    0.09% of the 13F portfolio, value $463,775.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 4,103 shares
    Change vs previous 13F -933 shares

    0.1% of the 13F portfolio, value $450,195.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 5,036 shares
    Change vs previous 13F -672 shares

    0.13% of the 13F portfolio, value $555,358.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 5,708 shares
    Change vs previous 13F -601 shares

    0.16% of the 13F portfolio, value $637,633.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 6,309 shares
    Change vs previous 13F -575 shares

    0.19% of the 13F portfolio, value $665,368.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 6,884 shares
    Change vs previous 13F -24 shares

    0.26% of the 13F portfolio, value $765,398.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 6,908 shares
    Change vs previous 13F -332 shares

    0.23% of the 13F portfolio, value $714,576.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,240 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $809,398.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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