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

Recent SEC filings for Abound Wealth Management including 13F-HR, N-PX.

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

About this filer

Abound Wealth Management files with the SEC under CIK 0001950323. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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