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Able Wealth Management LLC: DBEF position timeline

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

Able Wealth Management LLC held 22,737 DBEF 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 22,737 shares
    Change vs previous 13F -10,979 shares

    0.28% of the 13F portfolio, value $1,242,102.

    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 33,716 shares
    Change vs previous 13F -21,325 shares

    0.45% of the 13F portfolio, value $1,665,594.

    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 55,041 shares
    Change vs previous 13F +1,625 shares

    0.84% of the 13F portfolio, value $2,648,022.

    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 53,416 shares
    Change vs previous 13F +11,486 shares

    0.93% of the 13F portfolio, value $2,479,589.

    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 41,930 shares
    Change vs previous 13F -25,729 shares

    0.93% of the 13F portfolio, value $1,834,426.

    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 67,659 shares
    Change vs previous 13F +19,536 shares

    1.74% of the 13F portfolio, value $2,929,636.

    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 48,123 shares
    Change vs previous 13F +24,797 shares

    1.31% of the 13F portfolio, value $1,992,273.

    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).

  8. period ended2024-09-30
    13F 23,326 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $980,190.

    13F-HR 0002011908-24-000004 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).