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Disclosery

Able Wealth Management LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Able Wealth Management LLC on ACWI, newest first. How the timeline and the estimate are built.

Able Wealth Management LLC held 66,065 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,065 shares
    Change vs previous 13F +970 shares

    2.38% of the 13F portfolio, value $10,370,192.

    13F-HR 0002085853-26-000903 filed by Able Wealth Management 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 65,095 shares
    Change vs previous 13F +546 shares

    2.41% of the 13F portfolio, value $9,007,246.

    13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 64,549 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $7,716,858.

    13F-HR 0002011908-24-000004 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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