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Disclosery

Able Wealth Management LLC: ITA position timeline

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

Able Wealth Management LLC held 5,681 ITA 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 5,681 shares
    Change vs previous 13F -1,287 shares

    0.32% of the 13F portfolio, value $1,377,180.

    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 6,968 shares
    Change vs previous 13F +5,865 shares

    0.41% of the 13F portfolio, value $1,524,330.

    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 1,103 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $236,811.

    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).