Position in FWONA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$255
-$3,980 QoQ
Shares Held
3
-93.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWONA Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Abound Wealth Management holds $407,391 across 11 Entertainment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
4,776 | $341,006 | |
| 2 | DIS |
Walt Disney Co
|
309 | $29,741 | |
| 3 | SIRI |
Sirius Xm Holdings Inc.
|
810 | $23,927 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
292 | $7,784 | |
| 5 | FOXA |
Fox Corp
|
33 | $1,721 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
23 | $828 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
4 | $732 | |
| 8 | ROKU |
Roku, Inc
|
5 | $690 |
All Filings in FWONA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FWONK | $255 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 FWONK | $4,235 | 43 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 FWONK | $4,178 | 40 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 FWONK | $4,180 | 40 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 FWONK | $3,600 | 40 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 FWONK | $3,706 | 40 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 FWONK | $3,097 | 40 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||