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Able Wealth Management LLC: ICSH position timeline

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

Able Wealth Management LLC held 128,416 ICSH 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 128,416 shares
    Change vs previous 13F -2,999 shares

    1.49% of the 13F portfolio, value $6,495,287.

    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 131,415 shares
    Change vs previous 13F +7,742 shares

    1.78% of the 13F portfolio, value $6,652,233.

    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 123,673 shares
    Change vs previous 13F -19,842 shares

    1.98% of the 13F portfolio, value $6,255,386.

    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 143,515 shares
    Change vs previous 13F +104,801 shares

    2.74% of the 13F portfolio, value $7,283,398.

    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 38,714 shares
    Change vs previous 13F +16,758 shares

    0.99% of the 13F portfolio, value $1,963,198.

    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 21,956 shares
    Change vs previous 13F +2,878 shares

    0.66% of the 13F portfolio, value $1,113,169.

    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 19,078 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $962,104.

    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).