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Disclosery

Abound Wealth Management: IEMG position timeline

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

Abound Wealth Management held 340,858 IEMG 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 340,858 shares
    Change vs previous 13F +11,466 shares

    5.6% of the 13F portfolio, value $28,236,637.

    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 329,392 shares
    Change vs previous 13F +7,191 shares

    5.22% of the 13F portfolio, value $22,975,079.

    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 322,201 shares
    Change vs previous 13F +12,315 shares

    5.07% of the 13F portfolio, value $21,658,345.

    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 309,886 shares
    Change vs previous 13F -4,920 shares

    5.11% of the 13F portfolio, value $20,427,680.

    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 314,806 shares
    Change vs previous 13F -37,617 shares

    5.34% of the 13F portfolio, value $18,897,776.

    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 352,423 shares
    Change vs previous 13F -317,218 shares

    6.35% of the 13F portfolio, value $19,020,249.

    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 669,641 shares
    Change vs previous 13F +41,803 shares

    11.22% of the 13F portfolio, value $34,968,665.

    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 627,838 shares
    Change vs previous 13F not available

    11.97% of the 13F portfolio, value $36,044,165.

    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).