Skip to content
Disclosery

Abound Wealth Management: DFUV position timeline

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

Abound Wealth Management held 3,317 DFUV 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 3,317 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $182,453.

    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 3,314 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $160,593.

    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 3,311 shares
    Change vs previous 13F +829 shares

    0.04% of the 13F portfolio, value $154,256.

    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 2,482 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $110,921.

    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).