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Disclosery

Abound Wealth Management: IWM position timeline

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

Abound Wealth Management held 407 IWM 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 407 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $122,370.

    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 292 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $72,417.

    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 285 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $70,147.

    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 285 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $68,933.

    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 319 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $68,812.

    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 330 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $65,812.

    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 412 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $90,949.

    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 434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $95,963.

    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).