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Able Wealth Management LLC: JMOM position timeline

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

Able Wealth Management LLC held 5,030 JMOM 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 5,030 shares
    Change vs previous 13F -2,186 shares

    0.1% of the 13F portfolio, value $429,825.

    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 7,216 shares
    Change vs previous 13F +273 shares

    0.13% of the 13F portfolio, value $490,135.

    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 6,943 shares
    Change vs previous 13F -3,390 shares

    0.15% of the 13F portfolio, value $473,155.

    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 10,333 shares
    Change vs previous 13F -5,448 shares

    0.26% of the 13F portfolio, value $701,647.

    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 15,781 shares
    Change vs previous 13F -2,370 shares

    0.51% of the 13F portfolio, value $1,014,553.

    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 18,151 shares
    Change vs previous 13F +1,006 shares

    0.61% of the 13F portfolio, value $1,022,972.

    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 17,145 shares
    Change vs previous 13F -1,255 shares

    0.66% of the 13F portfolio, value $999,068.

    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 18,400 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,051,218.

    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).