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Disclosery

Able Wealth Management LLC: CARY position timeline

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

Able Wealth Management LLC held 81,868 CARY 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 81,868 shares
    Change vs previous 13F -3,530 shares

    0.39% of the 13F portfolio, value $1,701,222.

    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 85,398 shares
    Change vs previous 13F +386 shares

    0.47% of the 13F portfolio, value $1,773,935.

    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 85,012 shares
    Change vs previous 13F +12,770 shares

    0.56% of the 13F portfolio, value $1,770,462.

    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 72,242 shares
    Change vs previous 13F +10,787 shares

    0.57% of the 13F portfolio, value $1,510,584.

    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 61,455 shares
    Change vs previous 13F +22,221 shares

    0.64% of the 13F portfolio, value $1,278,266.

    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 39,234 shares
    Change vs previous 13F +26,743 shares

    0.48% of the 13F portfolio, value $814,502.

    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 12,491 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $257,190.

    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).