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Disclosery

Able Wealth Management LLC: DEM position timeline

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

Able Wealth Management LLC held 10,955 DEM 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 10,955 shares
    Change vs previous 13F -5,641 shares

    0.14% of the 13F portfolio, value $589,263.

    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 16,596 shares
    Change vs previous 13F -6,327 shares

    0.22% of the 13F portfolio, value $824,649.

    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 22,923 shares
    Change vs previous 13F +1,851 shares

    0.34% of the 13F portfolio, value $1,070,727.

    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 21,072 shares
    Change vs previous 13F +770 shares

    0.36% of the 13F portfolio, value $969,112.

    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 20,302 shares
    Change vs previous 13F +5,393 shares

    0.46% of the 13F portfolio, value $919,470.

    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 14,909 shares
    Change vs previous 13F +2,218 shares

    0.37% of the 13F portfolio, value $627,373.

    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 12,691 shares
    Change vs previous 13F +315 shares

    0.34% of the 13F portfolio, value $513,862.

    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 12,376 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $544,691.

    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).