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Disclosery

Able Wealth Management LLC: IDEF position timeline

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

Able Wealth Management LLC held 107,622 IDEF 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 107,622 shares
    Change vs previous 13F +67,556 shares

    0.78% of the 13F portfolio, value $3,420,233.

    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 40,066 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,310,950.

    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).