Skip to content
Disclosery

Able Wealth Management LLC: CTA position timeline

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

Able Wealth Management LLC held 11,304 CTA 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 11,304 shares
    Change vs previous 13F -5,597 shares

    0.07% of the 13F portfolio, value $293,219.

    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 16,901 shares
    Change vs previous 13F -1,227 shares

    0.14% of the 13F portfolio, value $510,752.

    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 18,128 shares
    Change vs previous 13F -2,439 shares

    0.16% of the 13F portfolio, value $494,181.

    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 20,567 shares
    Change vs previous 13F +7,005 shares

    0.22% of the 13F portfolio, value $575,254.

    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 13,562 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $362,652.

    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).