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Disclosery

Able Wealth Management LLC: ITOT position timeline

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

Able Wealth Management LLC held 29,295 ITOT 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 29,295 shares
    Change vs previous 13F +271 shares

    1.1% of the 13F portfolio, value $4,812,363.

    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 29,024 shares
    Change vs previous 13F +574 shares

    1.11% of the 13F portfolio, value $4,133,929.

    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 28,450 shares
    Change vs previous 13F +313 shares

    1.34% of the 13F portfolio, value $4,230,226.

    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 28,137 shares
    Change vs previous 13F +117 shares

    1.54% of the 13F portfolio, value $4,098,160.

    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 28,020 shares
    Change vs previous 13F +6,175 shares

    1.91% of the 13F portfolio, value $3,783,841.

    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 21,845 shares
    Change vs previous 13F +1,793 shares

    1.58% of the 13F portfolio, value $2,665,323.

    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 20,052 shares
    Change vs previous 13F -798 shares

    1.7% of the 13F portfolio, value $2,579,076.

    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 20,850 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,619,244.

    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).