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Disclosery

Able Wealth Management LLC: ICVT position timeline

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

Able Wealth Management LLC held 1,994 ICVT 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 1,994 shares
    Change vs previous 13F -2,656 shares

    0.06% of the 13F portfolio, value $242,720.

    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 4,650 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $473,323.

    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).