Position in ADEA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$131
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 300 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Abound Wealth Management holds $850,942 across 34 Software - Application names. ADEA ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,541 | $290,131 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
470 | $176,400 | |
| 3 | MSTR |
Strategy Inc
|
1,057 | $91,885 | |
| 4 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
11,799 | $60,882 | |
| 5 | WDAY |
Workday, Inc.
|
375 | $45,907 | |
| 6 | CRM |
Salesforce, Inc.
|
258 | $40,418 | |
| 7 | UBER |
Uber Technologies, Inc
|
373 | $26,915 | |
| 8 | WK |
Workiva Inc
|
500 | $24,255 |
All Filings in ADEA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131 | 4 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||