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Disclosery

ABLE Financial Group, LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ABLE Financial Group, LLC on ITOT, newest first. How the timeline and the estimate are built.

ABLE Financial Group, LLC held 12,035 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,035 shares
    Change vs previous 13F -583 shares

    0.33% of the 13F portfolio, value $1,977,002.

    13F-HR 0001977500-26-000003 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,618 shares
    Change vs previous 13F -1,031 shares

    0.35% of the 13F portfolio, value $1,797,197.

    13F-HR 0001977500-26-000002 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,649 shares
    Change vs previous 13F -387 shares

    0.41% of the 13F portfolio, value $2,029,506.

    13F-HR 0001977500-26-000001 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,036 shares
    Change vs previous 13F -938 shares

    0.44% of the 13F portfolio, value $2,044,343.

    13F-HR 0001977500-25-000007 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,974 shares
    Change vs previous 13F +11,099 shares

    0.49% of the 13F portfolio, value $2,022,089.

    13F-HR 0001977500-25-000004 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,875 shares
    Change vs previous 13F -127 shares

    0.13% of the 13F portfolio, value $472,789.

    13F-HR 0001977500-25-000003 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,002 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $514,737.

    13F-HR 0001977500-25-000001 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,021 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $505,118.

    13F-HR 0001977500-24-000004 filed by ABLE Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).