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Disclosery

Abound Wealth Management: QQQ position timeline

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

Abound Wealth Management held 6,507 QQQ 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 6,507 shares
    Change vs previous 13F +109 shares

    0.95% of the 13F portfolio, value $4,791,822.

    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 6,398 shares
    Change vs previous 13F -283 shares

    0.84% of the 13F portfolio, value $3,692,742.

    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 6,681 shares
    Change vs previous 13F +228 shares

    0.96% of the 13F portfolio, value $4,103,931.

    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 6,453 shares
    Change vs previous 13F +2,910 shares

    0.97% of the 13F portfolio, value $3,874,340.

    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 3,543 shares
    Change vs previous 13F +466 shares

    0.55% of the 13F portfolio, value $1,954,323.

    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 3,077 shares
    Change vs previous 13F +229 shares

    0.48% of the 13F portfolio, value $1,442,721.

    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 2,848 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $1,455,756.

    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 2,798 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,365,702.

    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).