Abound Wealth Management has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the firm’s investment strategies and positions.
Abound Wealth Management, based in Franklin, Tennessee, is a firm that specializes in wealth management. The company is categorized under the SIC code for other financial investment activities. Its recent filings include a series of 13F-HR reports, with the latest submission dated October 26, 2026, and previous filings dating back to July 2026.
The filing states, "Filing Date: 2026-10-26" and indicates that the report is effective as of the same date. The report covers the period ending September 30, 2026. Details regarding the specific holdings or changes in investment strategy were not available in the SEC filing.
This update may affect various stakeholders, including investors, analysts, and competitors within the wealth management industry. By providing insights into its holdings, Abound Wealth Management allows others in the sector to understand its investment approach and market positioning.
The filing does not say what happens next regarding the company’s future reports or strategic moves.
Filing Details and Company Information
The filing indicates that Abound Wealth Management's report was accepted on the same day it was filed, October 26, 2026, at 09:23:08. This timely submission reflects the firm's commitment to regulatory compliance and transparency in its investment activities.
Abound Wealth Management operates from its business address at 317 Main Street, Suite 201, Franklin, TN 37064. The firm can be contacted at the phone number 615-226-3667. Additionally, the company is registered with the SEC under the Central Index Key (CIK) number 0001950323, which allows investors and analysts to access all of its filings through the SEC's EDGAR database.
The filing does not provide specific information about the individual securities held by Abound Wealth Management or any notable changes in their investment portfolio for the reporting period. Furthermore, there is no mention of the firm's investment performance or strategic outlook in this particular report.