Abound Wealth Management SEC EDGAR Filings (CIK 0001950323)

SEC EDGAR filings, ownership reports, and insider transactions for Abound Wealth Management.

Business address
317 Main Street, Suite 201, Franklin, TN, 37064
Top securities (13F)
IJR, AGG, VEA, IVV, VV, IEMG, SCHX, VOO, VB, VTI, AAPL, SPY, IEFA, TSLA, VWO, SPYM, ITOT, AVGO, QQQ, and NVDA
State of incorporation
TN
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Abound Wealth Management has filed 19 SEC EDGAR filings since 07 Aug 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Jan 2026 31 Dec 2025 028-24269
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-24269
N-PX Open Document Open Filing 12 Aug 2025 12 Aug 2025 028-24269
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-24269
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-24269
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-24269
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-24269
N-PX Open Document Open Filing 03 Sep 2024 03 Sep 2024 028-24269
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2022 028-24269
13F-HR Open Document Open Filing 12 Aug 2024 31 Dec 2021 028-24269
13F-HR Open Document Open Filing 12 Aug 2024 31 Mar 2022 028-24269
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-24269
13F-HR Open Document Open Filing 08 Aug 2024 31 Dec 2023 028-24269
13F-HR Open Document Open Filing 08 Aug 2024 31 Mar 2024 028-24269
13F-HR Open Document Open Filing 08 Aug 2024 30 Jun 2023 028-24269
13F-HR Open Document Open Filing 08 Aug 2024 30 Sep 2023 028-24269
13F-HR Open Document Open Filing 07 Aug 2024 30 Sep 2022 028-24269
13F-HR Open Document Open Filing 07 Aug 2024 31 Dec 2022 028-24269
13F-HR Open Document Open Filing 07 Aug 2024 31 Mar 2023 028-24269