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Disclosery

Abound Wealth Management: VEA position timeline

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

Abound Wealth Management held 521,591 VEA 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 521,591 shares
    Change vs previous 13F -546 shares

    7.38% of the 13F portfolio, value $37,163,338.

    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 522,137 shares
    Change vs previous 13F +15,603 shares

    7.6% of the 13F portfolio, value $33,458,554.

    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 506,534 shares
    Change vs previous 13F -2,384 shares

    7.41% of the 13F portfolio, value $31,643,180.

    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 508,918 shares
    Change vs previous 13F +12,692 shares

    7.63% of the 13F portfolio, value $30,494,364.

    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 496,226 shares
    Change vs previous 13F -12,697 shares

    7.99% of the 13F portfolio, value $28,289,838.

    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 508,923 shares
    Change vs previous 13F -21,432 shares

    8.63% of the 13F portfolio, value $25,868,534.

    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 530,355 shares
    Change vs previous 13F +45,176 shares

    8.14% of the 13F portfolio, value $25,361,588.

    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 485,179 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $25,622,323.

    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).