Able Wealth Management LLC: IUSB position timeline

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

Able Wealth Management LLC held 120,297 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 120,297 shares
Change vs previous 13F +15,579 shares
1.27% of the 13F portfolio, value $5,551,696.
13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 104,718 shares
Change vs previous 13F not available
1.29% of the 13F portfolio, value $4,836,936.
13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).