Skip to content
Disclosery

Abound Wealth Management: SCHP position timeline

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

Abound Wealth Management held 145 SCHP 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 145 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $3,836.

    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 1,423 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $37,870.

    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 1,633 shares
    Change vs previous 13F +255 shares

    0.01% of the 13F portfolio, value $43,262.

    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 1,378 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $37,134.

    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 1,367 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $36,468.

    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 1,354 shares
    Change vs previous 13F +1,354 shares

    0.01% of the 13F portfolio, value $36,413.

    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 0 shares
    Change vs previous 13F -2 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108.

    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).