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Disclosery

Abound Wealth Management: ITOT position timeline

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

Abound Wealth Management held 47,390 ITOT 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 47,390 shares
    Change vs previous 13F +784 shares

    1.55% of the 13F portfolio, value $7,784,674.

    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 46,606 shares
    Change vs previous 13F +8,691 shares

    1.51% of the 13F portfolio, value $6,638,036.

    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 37,915 shares
    Change vs previous 13F +1,112 shares

    1.32% of the 13F portfolio, value $5,637,541.

    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 36,803 shares
    Change vs previous 13F +216 shares

    1.34% of the 13F portfolio, value $5,360,411.

    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 36,587 shares
    Change vs previous 13F +17,926 shares

    1.4% of the 13F portfolio, value $4,940,764.

    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 18,661 shares
    Change vs previous 13F +28 shares

    0.76% of the 13F portfolio, value $2,276,775.

    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 18,633 shares
    Change vs previous 13F +5,482 shares

    0.77% of the 13F portfolio, value $2,396,515.

    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 13,151 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,652,059.

    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).