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Disclosery

Able Wealth Management LLC: BAI position timeline

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

Able Wealth Management LLC held 179,867 BAI 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 179,867 shares
    Change vs previous 13F +36,098 shares

    2.18% of the 13F portfolio, value $9,482,585.

    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 143,769 shares
    Change vs previous 13F +130,969 shares

    1.27% of the 13F portfolio, value $4,737,192.

    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 12,800 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $426,252.

    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).