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Disclosery

Able Wealth Management LLC: IVV position timeline

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

Able Wealth Management LLC held 60,774 IVV 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 60,774 shares
    Change vs previous 13F +26,743 shares

    10.44% of the 13F portfolio, value $45,513,382.

    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 34,031 shares
    Change vs previous 13F +21,097 shares

    5.94% of the 13F portfolio, value $22,229,207.

    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 12,934 shares
    Change vs previous 13F +1,830 shares

    2.8% of the 13F portfolio, value $8,858,916.

    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 11,104 shares
    Change vs previous 13F -279 shares

    2.79% of the 13F portfolio, value $7,432,047.

    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 11,383 shares
    Change vs previous 13F -36 shares

    3.56% of the 13F portfolio, value $7,067,695.

    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 11,419 shares
    Change vs previous 13F +59 shares

    3.8% of the 13F portfolio, value $6,416,095.

    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 11,360 shares
    Change vs previous 13F +219 shares

    4.4% of the 13F portfolio, value $6,687,297.

    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 11,141 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $6,426,750.

    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).