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Abound Wealth Management

Position in FIX — Comfort Systems USA Inc

CIK 1950323 FRANKLIN, TN

Position in FIX

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$8,273
+$807 QoQ
Shares Held
6
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Abound Wealth Management holds $27,221 across 11 Engineering & Construction names.

# Ticker Company Shares Value (USD) Open

All Filings in FIX

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,273 6
2025-12-31 $7,466 8
2023-12-31 $822 4
2023-09-30 $681 4
2023-06-30 $656 4