Position in DEI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$129
-$445 QoQ
Shares Held
11
-82.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 282 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Abound Wealth Management holds $458 across 3 REIT - Office names. DEI ranks #3 (28.2% of the industry book) .
All Filings in DEI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129 | 11 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $574 | 61 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $120 | 11 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $171 | 11 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $165 | 11 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $176 | 11 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $278 | 15 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $263 | 15 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||