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Disclosery

Abound Wealth Management: EFA position timeline

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

Abound Wealth Management held 1,802 EFA 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 1,802 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $187,196.

    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 1,794 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $174,286.

    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 1,794 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $172,312.

    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 1,786 shares
    Change vs previous 13F -2,329 shares

    0.04% of the 13F portfolio, value $166,717.

    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 4,115 shares
    Change vs previous 13F +570 shares

    0.1% of the 13F portfolio, value $367,870.

    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 3,545 shares
    Change vs previous 13F -30 shares

    0.1% of the 13F portfolio, value $289,737.

    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 3,575 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $270,310.

    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 3,568 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $298,432.

    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).