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Disclosery

Abound Wealth Management: SPY position timeline

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

Abound Wealth Management held 15,868 SPY 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 15,868 shares
    Change vs previous 13F +206 shares

    2.35% of the 13F portfolio, value $11,849,978.

    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 15,662 shares
    Change vs previous 13F -82 shares

    2.31% of the 13F portfolio, value $10,185,659.

    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 15,744 shares
    Change vs previous 13F +2,098 shares

    2.51% of the 13F portfolio, value $10,736,469.

    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 13,646 shares
    Change vs previous 13F +7,178 shares

    2.28% of the 13F portfolio, value $9,090,460.

    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 6,468 shares
    Change vs previous 13F +420 shares

    1.13% of the 13F portfolio, value $3,996,498.

    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 6,048 shares
    Change vs previous 13F +128 shares

    1.13% of the 13F portfolio, value $3,383,286.

    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 5,920 shares
    Change vs previous 13F +296 shares

    1.11% of the 13F portfolio, value $3,469,664.

    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 5,624 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,226,759.

    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).