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Disclosery

Abound Wealth Management: V position timeline

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

Abound Wealth Management held 745 V 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 745 shares
    Change vs previous 13F -185 shares

    0.05% of the 13F portfolio, value $255,716.

    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 930 shares
    Change vs previous 13F +225 shares

    0.06% of the 13F portfolio, value $281,215.

    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 705 shares
    Change vs previous 13F -174 shares

    0.06% of the 13F portfolio, value $247,233.

    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 879 shares
    Change vs previous 13F +122 shares

    0.08% of the 13F portfolio, value $300,153.

    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 757 shares
    Change vs previous 13F -110 shares

    0.08% of the 13F portfolio, value $268,647.

    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 867 shares
    Change vs previous 13F -79 shares

    0.1% of the 13F portfolio, value $304,014.

    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 946 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $299,105.

    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 950 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $261,229.

    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).