Position in ABX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,872,446
+$1,919,252 QoQ
Shares Held
641,685
+2.1% QoQ
Ownership
0.656%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#14
of 148 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in ABX Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $6,872,446 across 1 Insurance - Life name. ABX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABX |
Abacus Global Management, Inc.
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|
641,685 | $6,872,446 |
All Filings in ABX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,872,446 | 641,685 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,953,194 | 628,578 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,374,341 | 628,578 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,481,146 | 607,530 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,665,997 | 324,124 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $460,664 | 61,504 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||