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Disclosery

Abound Wealth Management: VWO position timeline

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

Abound Wealth Management held 130,464 VWO 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 130,464 shares
    Change vs previous 13F -457 shares

    1.55% of the 13F portfolio, value $7,787,397.

    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 130,921 shares
    Change vs previous 13F -255 shares

    1.61% of the 13F portfolio, value $7,076,290.

    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 131,176 shares
    Change vs previous 13F +569 shares

    1.65% of the 13F portfolio, value $7,052,014.

    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 130,607 shares
    Change vs previous 13F -714 shares

    1.77% of the 13F portfolio, value $7,076,297.

    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 131,321 shares
    Change vs previous 13F +7,369 shares

    1.84% of the 13F portfolio, value $6,495,130.

    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 123,952 shares
    Change vs previous 13F -38,006 shares

    1.87% of the 13F portfolio, value $5,610,086.

    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 161,958 shares
    Change vs previous 13F +6,046 shares

    2.29% of the 13F portfolio, value $7,132,631.

    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 155,912 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,460,387.

    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).