Abound Wealth Management IIPR — INNOVATIVE INDL PPTYS INC

Ownership history in Abound Wealth Management  ·  8 quarters on record

AI Ownership Summary

Abound Wealth Management reported INNOVATIVE INDL PPTYS INC (IIPR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows IIPR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IIPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in INNOVATIVE INDL PPTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IIPR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IIPR stock page Abound Wealth Management fund profile Abound Wealth Management full holdings
How Abound Wealth Management held IIPR — position size vs. price
% of Fund (quarterly)    IIPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2 — 0% 0.00% $124 2026-07-10 $64.44
2026 Q1 UNCHANGED — — — 2 — 0% 0.00% $101 2026-04-10 $49.47
2025 Q4 UNCHANGED — — — 2 — 0% 0.00% $95 2026-01-12 $48.09
2025 Q3 UNCHANGED — — — 2 — 0% 0.00% $108 2025-10-10 $45.98
2025 Q2 UNCHANGED — — — 2 — 0% 0.00% $111 2025-07-14 $48.75
2025 Q1 UNCHANGED — — — 2 — 0% 0.00% $109 2025-04-17 $43.26
2024 Q4 UNCHANGED — — — 2 — 0% 0.00% $134 2025-01-13 $52.88
2024 Q3 INITIATED — — — 2 — — 0.00% $270 2024-11-04 $103.23

🏢 Other funds also holding IIPR

As of 2026 Q2 — sorted by position size

TrueWealth Advisors, LLC 3Y 1.02% Pensionfund Sabic 3Y 7Y 0.29% Pensionfund PDN 3Y 7Y 0.27% Investors Research Corp 3Y 7Y 0.03% FNY Investment Advisers, LLC 3Y 7Y 0.01% Focus Financial Network, Inc. 0.01% GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Retirement Wealth Solutions LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Abound Wealth Management and IIPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning IIPR?

Abound Wealth Management reported IIPR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IIPR position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for IIPR was 0.00% in 2024 Q3.

What is the latest reported IIPR position on this page?

The most recent filing on this page is 2026 Q2, when Abound Wealth Management reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $124.

What does the chart on this IIPR ownership page compare?

The chart compares Abound Wealth Management's quarterly IIPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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