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Able Wealth Management LLC: AUSF position timeline

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

Able Wealth Management LLC held 50,486 AUSF 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 50,486 shares
    Change vs previous 13F -28,925 shares

    0.57% of the 13F portfolio, value $2,466,734.

    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 79,411 shares
    Change vs previous 13F -70,167 shares

    1.03% of the 13F portfolio, value $3,839,512.

    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 ended2025-12-31
    13F 149,578 shares
    Change vs previous 13F +20,772 shares

    2.19% of the 13F portfolio, value $6,935,939.

    13F-HR 0002085853-26-000105 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).

  4. period ended2025-09-30
    13F 128,806 shares
    Change vs previous 13F +42,183 shares

    2.25% of the 13F portfolio, value $5,990,786.

    13F-HR 0002085853-25-000084 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).

  5. period ended2025-06-30
    13F 86,623 shares
    Change vs previous 13F +29,134 shares

    1.95% of the 13F portfolio, value $3,872,041.

    13F-HR 0001667731-25-001052 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).

  6. period ended2025-03-31
    13F 57,489 shares
    Change vs previous 13F +16,615 shares

    1.49% of the 13F portfolio, value $2,509,385.

    13F-HR 0001667731-25-000545 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).

  7. period ended2024-12-31
    13F 40,874 shares
    Change vs previous 13F +8,718 shares

    1.13% of the 13F portfolio, value $1,716,590.

    13F-HR 0001667731-25-000199 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).

  8. period ended2024-09-30
    13F 32,156 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,373,088.

    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).