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Disclosery

Abound Wealth Management: SPYM position timeline

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

Abound Wealth Management held 120,207 SPYM 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 120,207 shares
    Change vs previous 13F +18,018 shares

    2.1% of the 13F portfolio, value $10,563,820.

    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 102,189 shares
    Change vs previous 13F +27,927 shares

    1.78% of the 13F portfolio, value $7,821,531.

    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 74,262 shares
    Change vs previous 13F +10,390 shares

    1.4% of the 13F portfolio, value $5,957,308.

    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 63,872 shares
    Change vs previous 13F +9,857 shares

    1.25% of the 13F portfolio, value $5,003,727.

    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 54,015 shares
    Change vs previous 13F -1,885 shares

    1.11% of the 13F portfolio, value $3,926,334.

    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 55,900 shares
    Change vs previous 13F +28,130 shares

    1.23% of the 13F portfolio, value $3,675,966.

    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 27,770 shares
    Change vs previous 13F +3,456 shares

    0.61% of the 13F portfolio, value $1,914,494.

    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 24,314 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,641,415.

    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).