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Disclosery

Abound Wealth Management: IVOO position timeline

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

Abound Wealth Management held 94 IVOO 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 94 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,295.

    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 94 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,779.

    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).