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Disclosery

Abound Wealth Management: IVV position timeline

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

Abound Wealth Management held 42,783 IVV 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 42,783 shares
    Change vs previous 13F +1,183 shares

    6.36% of the 13F portfolio, value $32,039,783.

    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 41,600 shares
    Change vs previous 13F +1,556 shares

    6.17% of the 13F portfolio, value $27,173,591.

    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 40,044 shares
    Change vs previous 13F +1,119 shares

    6.42% of the 13F portfolio, value $27,427,690.

    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 38,925 shares
    Change vs previous 13F +1,832 shares

    6.52% of the 13F portfolio, value $26,052,481.

    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 37,093 shares
    Change vs previous 13F -879 shares

    6.51% of the 13F portfolio, value $23,031,243.

    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 37,972 shares
    Change vs previous 13F +2,937 shares

    7.12% of the 13F portfolio, value $21,336,286.

    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 35,035 shares
    Change vs previous 13F +688 shares

    6.62% of the 13F portfolio, value $20,624,497.

    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 34,347 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $19,812,069.

    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).