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Abound Wealth Management: IEFA position timeline

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

Abound Wealth Management held 112,102 IEFA 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 112,102 shares
    Change vs previous 13F +130 shares

    2.15% of the 13F portfolio, value $10,826,790.

    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 111,972 shares
    Change vs previous 13F -477 shares

    2.3% of the 13F portfolio, value $10,136,806.

    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 112,449 shares
    Change vs previous 13F +800 shares

    2.36% of the 13F portfolio, value $10,059,705.

    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 111,649 shares
    Change vs previous 13F +180 shares

    2.44% of the 13F portfolio, value $9,748,082.

    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 111,469 shares
    Change vs previous 13F +10,534 shares

    2.63% of the 13F portfolio, value $9,305,447.

    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 100,935 shares
    Change vs previous 13F +366 shares

    2.55% of the 13F portfolio, value $7,635,758.

    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 100,569 shares
    Change vs previous 13F +2,153 shares

    2.27% of the 13F portfolio, value $7,067,995.

    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 98,416 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $7,681,343.

    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).