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Disclosery

Able Wealth Management LLC: IWY position timeline

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

Able Wealth Management LLC held 1,928 IWY 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 1,928 shares
    Change vs previous 13F -1,207 shares

    0.13% of the 13F portfolio, value $560,279.

    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 3,135 shares
    Change vs previous 13F -1,856 shares

    0.21% of the 13F portfolio, value $780,051.

    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 4,991 shares
    Change vs previous 13F -541 shares

    0.44% of the 13F portfolio, value $1,382,295.

    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 5,532 shares
    Change vs previous 13F +568 shares

    0.57% of the 13F portfolio, value $1,513,784.

    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 4,964 shares
    Change vs previous 13F -4,440 shares

    0.62% of the 13F portfolio, value $1,223,765.

    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 9,404 shares
    Change vs previous 13F +3,007 shares

    1.18% of the 13F portfolio, value $1,983,679.

    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 6,397 shares
    Change vs previous 13F +5,075 shares

    0.99% of the 13F portfolio, value $1,504,985.

    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 1,322 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $291,081.

    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).