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Disclosery

Abound Wealth Management: MUB position timeline

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

Abound Wealth Management held 25,863 MUB 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 25,863 shares
    Change vs previous 13F -745 shares

    0.55% of the 13F portfolio, value $2,783,369.

    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 26,608 shares
    Change vs previous 13F +294 shares

    0.64% of the 13F portfolio, value $2,824,454.

    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 26,314 shares
    Change vs previous 13F -495 shares

    0.66% of the 13F portfolio, value $2,818,462.

    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 26,809 shares
    Change vs previous 13F +999 shares

    0.71% of the 13F portfolio, value $2,854,852.

    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 25,810 shares
    Change vs previous 13F +10,462 shares

    0.76% of the 13F portfolio, value $2,696,616.

    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 15,348 shares
    Change vs previous 13F -1,990 shares

    0.54% of the 13F portfolio, value $1,618,298.

    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 17,338 shares
    Change vs previous 13F +1,480 shares

    0.59% of the 13F portfolio, value $1,847,415.

    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 15,858 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,722,654.

    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).