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Disclosery

Able Wealth Management LLC: IUSG position timeline

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

Able Wealth Management LLC held 40,167 IUSG 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 40,167 shares
    Change vs previous 13F +232 shares

    1.73% of the 13F portfolio, value $7,555,052.

    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 39,935 shares
    Change vs previous 13F +323 shares

    1.66% of the 13F portfolio, value $6,194,366.

    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 39,612 shares
    Change vs previous 13F +532 shares

    2.1% of the 13F portfolio, value $6,652,445.

    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 39,080 shares
    Change vs previous 13F -467 shares

    2.42% of the 13F portfolio, value $6,430,212.

    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 39,547 shares
    Change vs previous 13F +849 shares

    3% of the 13F portfolio, value $5,947,874.

    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 38,698 shares
    Change vs previous 13F -108 shares

    2.92% of the 13F portfolio, value $4,917,696.

    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 38,806 shares
    Change vs previous 13F +1,522 shares

    3.56% of the 13F portfolio, value $5,407,553.

    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 37,284 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $4,918,189.

    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).