Skip to content
Disclosery

Able Wealth Management LLC: IVW position timeline

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

Able Wealth Management LLC held 13,842 IVW 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 13,842 shares
    Change vs previous 13F +53 shares

    0.44% of the 13F portfolio, value $1,903,704.

    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 13,789 shares
    Change vs previous 13F -50 shares

    0.42% of the 13F portfolio, value $1,559,650.

    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 13,839 shares
    Change vs previous 13F +58 shares

    0.54% of the 13F portfolio, value $1,705,759.

    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 13,781 shares
    Change vs previous 13F -336 shares

    0.63% of the 13F portfolio, value $1,663,655.

    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 14,117 shares
    Change vs previous 13F +2,073 shares

    0.78% of the 13F portfolio, value $1,554,270.

    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 12,044 shares
    Change vs previous 13F -264 shares

    0.66% of the 13F portfolio, value $1,117,998.

    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 12,308 shares
    Change vs previous 13F -1,040 shares

    0.82% of the 13F portfolio, value $1,249,580.

    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 13,348 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,278,146.

    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).