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Abound Wealth Management

Position in PRVA — Privia Health Group, Inc.

CIK 1950323 FRANKLIN, TN

Position in PRVA

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$128
+$26 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 298 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PRVA Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $3,841 across 5 Health Information Services names. PRVA ranks #4 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PRVA
Privia Health Group, Inc.
This page
5 $128

All Filings in PRVA

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $128 5
2026-03-31 $102 5
2025-12-31 $118 5
2025-09-30 $124 5
2025-06-30 $115 5
2025-03-31 $112 5
2024-12-31 $195 10
2024-09-30 $182 10
2024-06-30 $191 11
2024-03-31 $215 11
2023-12-31 $253 11