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Disclosery

Abound Wealth Management: AMT position timeline

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

Abound Wealth Management held 6 AMT 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 6 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $948.

    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 97 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $16,710.

    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 47 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $8,258.

    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 140 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $26,932.

    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 59 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $13,048.

    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 66 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $14,369.

    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 87 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $15,994.

    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 90 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,846.

    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).