Able Wealth Management LLC: BTAL position timeline

Able Wealth Management LLC held 14,315 BTAL 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 14,315 shares

   Change vs previous 13F -6,867 shares

   0.04% of the 13F portfolio, value $159,613.

   13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,182 shares

   Change vs previous 13F -13,691 shares

   0.08% of the 13F portfolio, value $295,704.

   13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 34,873 shares

   Change vs previous 13F -7,763 shares

   0.16% of the 13F portfolio, value $501,816.

   13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 42,636 shares

   Change vs previous 13F +15,872 shares

   0.26% of the 13F portfolio, value $678,767.

   13F-HR 0002085853-25-000084 filed by Able Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,764 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $473,730.

   13F-HR 0001667731-25-001052 filed by Able Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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