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Disclosery

Able Wealth Management LLC: EFV position timeline

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

Able Wealth Management LLC held 111,413 EFV 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 111,413 shares
    Change vs previous 13F -67,835 shares

    1.96% of the 13F portfolio, value $8,528,642.

    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 179,248 shares
    Change vs previous 13F +8,077 shares

    3.56% of the 13F portfolio, value $13,327,078.

    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 171,171 shares
    Change vs previous 13F +32,550 shares

    3.87% of the 13F portfolio, value $12,223,344.

    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 138,621 shares
    Change vs previous 13F +54,951 shares

    3.53% of the 13F portfolio, value $9,402,646.

    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 83,670 shares
    Change vs previous 13F +51,206 shares

    2.68% of the 13F portfolio, value $5,311,383.

    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 32,464 shares
    Change vs previous 13F +16,529 shares

    1.13% of the 13F portfolio, value $1,913,449.

    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 15,935 shares
    Change vs previous 13F +3,467 shares

    0.55% of the 13F portfolio, value $836,125.

    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 12,468 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $717,321.

    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).