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Disclosery

Able Wealth Management LLC: EDIV position timeline

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

Able Wealth Management LLC held 40,636 EDIV 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 40,636 shares
    Change vs previous 13F -17,288 shares

    0.38% of the 13F portfolio, value $1,664,368.

    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 57,924 shares
    Change vs previous 13F -51,863 shares

    0.61% of the 13F portfolio, value $2,286,827.

    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 109,787 shares
    Change vs previous 13F +14,443 shares

    1.36% of the 13F portfolio, value $4,298,161.

    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 95,344 shares
    Change vs previous 13F +33,328 shares

    1.39% of the 13F portfolio, value $3,704,102.

    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 62,016 shares
    Change vs previous 13F +13,140 shares

    1.19% of the 13F portfolio, value $2,364,031.

    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 48,876 shares
    Change vs previous 13F +14,927 shares

    1.03% of the 13F portfolio, value $1,744,879.

    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 33,949 shares
    Change vs previous 13F +8,751 shares

    0.79% of the 13F portfolio, value $1,197,551.

    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 25,198 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $949,228.

    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).