Abound Wealth Management historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 18 quarters from 2021-12-31 to 2026-06-30, Abound Wealth Management opened 123 positions, added to 106, reduced 68 and sold out of 121.
- Q2 2026: Stock CARNIVAL CORP; Country of operation —; Class COMMON STOCK; Shares before 708.
- Q2 2026: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 53.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950323), 18 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-08); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-08-08); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-08); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-08); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-07); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-08-07); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-08-07); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-08-12); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FOUNDERS GROVE WEALTH PARTNERS, LLC | United States | $0.440B | 162 |
| SailingStone Capital Partners LLC | United States | $0.440B | 17 |
| DOLIVER ADVISORS, LP | United States | $0.440B | 180 |
| Cape Ann Asset Management Ltd | United Kingdom | $0.440B | 11 |
| Austin Wealth Management, LLC | United States | $0.440B | 118 |
| Cove Private Wealth, LLC | United States | $0.440B | 185 |
| DAFNA Capital Management LLC | United States | $0.440B | 83 |
| Triangle Securities Wealth Management | United States | $0.441B | 206 |
| Birnam Oak Advisors, LP | United States | $0.441B | 51 |
| Decker Wealth Management LLC | United States | $0.441B | 105 |