Position in BHF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$569
+$31 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 468 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Abound Wealth Management holds $511,908 across 7 Insurance - Life names. BHF ranks #4 (0.1% of the industry book) .
All Filings in BHF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569 | 9 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $538 | 9 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $583 | 9 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $1,559 | 29 | Shares | Sole | 2025-07-14 | |
| 2023-06-30 | $94 | 2 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $88 | 2 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $102 | 2 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $86 | 2 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||