Abound Wealth Management

Position in SNOW — Snowflake Inc.

CIK 1950323 FRANKLIN, TN

Position in SNOW

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,144

-$142,826 QoQ

Shares Held

-96.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,353

of 1,453 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. SNOW ranks #12 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,144	32	-96.8%	Shares	Sole	2026-07-10
2026-03-31	$150,970	1,001	-26.8%	Shares	Sole	2026-04-10
2025-12-31	$299,865	1,367	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$307,875	1,365	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$304,998	1,363	-4.1%	Shares	Sole	2025-07-14
2025-03-31	$207,693	1,421	-0.1%	Shares	Sole	2025-04-17
2024-12-31	$219,571	1,422	+92.7%	Shares	Sole	2025-01-13
2024-09-30	$84,766	738	0.0%	Shares	Sole	2024-11-04
2024-06-30	$99,696	738	+2136.4%	Shares	Sole	2024-08-09
2024-03-31	$5,332	33	+10.0%	Shares	Sole	2024-08-08
2023-12-31	$5,970	30	0.0%	Shares	Sole	2024-08-08
2023-09-30	$4,583	30	-11.8%	Shares	Sole	2024-08-08
2023-06-30	$5,983	34	+13.3%	Shares	Sole	2024-08-08
2023-03-31	$4,628	30	0.0%	Shares	Sole	2024-08-07
2022-12-31	$4,306	30	-3.2%	Shares	Sole	2024-08-07
2022-09-30	$5,268	31	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.