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Disclosery

Able Wealth Management LLC: EQWL position timeline

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

Able Wealth Management LLC held 43,169 EQWL 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 43,169 shares
    Change vs previous 13F -18,695 shares

    1.28% of the 13F portfolio, value $5,569,672.

    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 61,864 shares
    Change vs previous 13F -51,056 shares

    1.91% of the 13F portfolio, value $7,129,189.

    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 112,920 shares
    Change vs previous 13F +11,368 shares

    4.22% of the 13F portfolio, value $13,342,644.

    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 101,552 shares
    Change vs previous 13F +29,168 shares

    4.38% of the 13F portfolio, value $11,645,982.

    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 72,384 shares
    Change vs previous 13F +6,346 shares

    4.01% of the 13F portfolio, value $7,960,072.

    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 66,038 shares
    Change vs previous 13F +5,541 shares

    4.04% of the 13F portfolio, value $6,807,820.

    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 60,497 shares
    Change vs previous 13F +5,735 shares

    4.07% of the 13F portfolio, value $6,187,614.

    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 54,762 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $5,603,266.

    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).