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Disclosery

Abound Wealth Management: QQQM position timeline

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

Abound Wealth Management held 4,703 QQQM 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 4,703 shares
    Change vs previous 13F +294 shares

    0.28% of the 13F portfolio, value $1,424,931.

    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 4,409 shares
    Change vs previous 13F +1,300 shares

    0.24% of the 13F portfolio, value $1,047,679.

    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 3,109 shares
    Change vs previous 13F -366 shares

    0.18% of the 13F portfolio, value $786,399.

    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 3,475 shares
    Change vs previous 13F +584 shares

    0.21% of the 13F portfolio, value $858,755.

    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 2,891 shares
    Change vs previous 13F +304 shares

    0.19% of the 13F portfolio, value $656,508.

    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 2,587 shares
    Change vs previous 13F +1,992 shares

    0.17% of the 13F portfolio, value $499,424.

    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 595 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $125,239.

    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 595 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $119,443.

    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).