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Disclosery

Abound Wealth Management: VGT position timeline

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

Abound Wealth Management held 5,103 VGT 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 5,103 shares
    Change vs previous 13F +4,439 shares

    0.12% of the 13F portfolio, value $609,894.

    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 664 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $463,523.

    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 614 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $463,060.

    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 613 shares
    Change vs previous 13F +297 shares

    0.11% of the 13F portfolio, value $457,842.

    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 316 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $209,706.

    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 364 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $197,335.

    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 336 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $208,677.

    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 329 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $192,781.

    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).