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Disclosery

Abound Wealth Management: VOO position timeline

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

Abound Wealth Management held 33,307 VOO 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 33,307 shares
    Change vs previous 13F -777 shares

    4.54% of the 13F portfolio, value $22,875,648.

    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 34,084 shares
    Change vs previous 13F +1,261 shares

    4.63% of the 13F portfolio, value $20,366,872.

    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 32,823 shares
    Change vs previous 13F +1,760 shares

    4.82% of the 13F portfolio, value $20,584,272.

    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 31,063 shares
    Change vs previous 13F +2,932 shares

    4.76% of the 13F portfolio, value $19,022,529.

    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 28,131 shares
    Change vs previous 13F +1,689 shares

    4.51% of the 13F portfolio, value $15,979,485.

    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 26,442 shares
    Change vs previous 13F +1,243 shares

    4.54% of the 13F portfolio, value $13,588,631.

    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 25,199 shares
    Change vs previous 13F +588 shares

    4.36% of the 13F portfolio, value $13,577,728.

    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 24,611 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $12,986,691.

    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).