Able Wealth Management LLC: CSHI position timeline

Able Wealth Management LLC held 161,270 CSHI 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 161,270 shares

   Change vs previous 13F -18,109 shares

   1.84% of the 13F portfolio, value $8,032,880.

   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 179,379 shares

   Change vs previous 13F +50,134 shares

   2.39% of the 13F portfolio, value $8,929,479.

   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 129,245 shares

   Change vs previous 13F +15,037 shares

   2.03% of the 13F portfolio, value $6,427,353.

   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 114,208 shares

   Change vs previous 13F +96,494 shares

   2.13% of the 13F portfolio, value $5,678,785.

   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 17,714 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $880,915.

   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).