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Disclosery

Abound Wealth Management: FBTC position timeline

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

Abound Wealth Management held 30,221 FBTC 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 30,221 shares
    Change vs previous 13F +1,150 shares

    0.31% of the 13F portfolio, value $1,542,782.

    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 29,071 shares
    Change vs previous 13F -1,489 shares

    0.39% of the 13F portfolio, value $1,716,061.

    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 30,560 shares
    Change vs previous 13F +3,242 shares

    0.55% of the 13F portfolio, value $2,329,567.

    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 27,318 shares
    Change vs previous 13F +1,493 shares

    0.68% of the 13F portfolio, value $2,726,581.

    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 25,825 shares
    Change vs previous 13F +45 shares

    0.69% of the 13F portfolio, value $2,427,334.

    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 25,780 shares
    Change vs previous 13F +59 shares

    0.62% of the 13F portfolio, value $1,855,419.

    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 25,721 shares
    Change vs previous 13F -37 shares

    0.67% of the 13F portfolio, value $2,098,356.

    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 25,758 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,430,366.

    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).