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Disclosery

Able Wealth Management LLC: IWF position timeline

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

Able Wealth Management LLC held 16,202 IWF 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 16,202 shares
    Change vs previous 13F +9,963 shares

    0.46% of the 13F portfolio, value $2,011,859.

    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 6,239 shares
    Change vs previous 13F -8 shares

    0.71% of the 13F portfolio, value $2,660,294.

    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 6,247 shares
    Change vs previous 13F -282 shares

    0.94% of the 13F portfolio, value $2,956,622.

    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 6,529 shares
    Change vs previous 13F -193 shares

    1.15% of the 13F portfolio, value $3,058,311.

    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 6,722 shares
    Change vs previous 13F -3,543 shares

    1.44% of the 13F portfolio, value $2,853,917.

    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 10,265 shares
    Change vs previous 13F -392 shares

    2.2% of the 13F portfolio, value $3,706,496.

    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 10,657 shares
    Change vs previous 13F -209 shares

    2.81% of the 13F portfolio, value $4,279,672.

    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 10,866 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $4,078,918.

    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).