Position in MSEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$112
+$8 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 226 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Abound Wealth Management holds $932 across 4 Utilities - Regulated Water names. MSEX ranks #4 (12.0% of the industry book) .
All Filings in MSEX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $104 | 2 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $100 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $108 | 2 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $108 | 2 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $192 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $210 | 4 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $260 | 4 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $261 | 5 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $262 | 5 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $328 | 5 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $331 | 5 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $403 | 5 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||