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Abound Wealth Management: VB position timeline

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

Abound Wealth Management held 67,280 VB 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 67,280 shares
    Change vs previous 13F -99 shares

    4.05% of the 13F portfolio, value $20,393,921.

    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 67,379 shares
    Change vs previous 13F +186 shares

    4.01% of the 13F portfolio, value $17,647,939.

    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 67,193 shares
    Change vs previous 13F +391 shares

    4.06% of the 13F portfolio, value $17,332,460.

    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 66,802 shares
    Change vs previous 13F +1,338 shares

    4.25% of the 13F portfolio, value $16,988,112.

    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 65,464 shares
    Change vs previous 13F +8,110 shares

    4.38% of the 13F portfolio, value $15,515,161.

    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 57,354 shares
    Change vs previous 13F +7,835 shares

    4.24% of the 13F portfolio, value $12,718,257.

    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 49,519 shares
    Change vs previous 13F +460 shares

    3.82% of the 13F portfolio, value $11,898,539.

    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 49,059 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $11,638,720.

    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).