Position in PD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$231
+$82 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 255 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Abound Wealth Management holds $850,942 across 34 Software - Application names. PD ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,541 | $290,131 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
470 | $176,400 | |
| 3 | MSTR |
Strategy Inc
|
1,057 | $91,885 | |
| 4 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
11,799 | $60,882 | |
| 5 | WDAY |
Workday, Inc.
|
375 | $45,907 | |
| 6 | CRM |
Salesforce, Inc.
|
258 | $40,418 | |
| 7 | UBER |
Uber Technologies, Inc
|
373 | $26,915 | |
| 8 | WK |
Workiva Inc
|
500 | $24,255 |
All Filings in PD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231 | 24 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $149 | 24 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $314 | 24 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $396 | 24 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $366 | 24 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $438 | 24 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $438 | 24 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $445 | 24 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $550 | 24 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $544 | 24 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $555 | 24 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $539 | 24 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $539 | 24 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $839 | 24 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $637 | 24 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $553 | 24 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||