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Disclosery

Able Wealth Management LLC: OEF position timeline

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

Able Wealth Management LLC held 7,001 OEF 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 7,001 shares
    Change vs previous 13F -7,859 shares

    0.59% of the 13F portfolio, value $2,561,287.

    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 14,860 shares
    Change vs previous 13F +11,384 shares

    1.26% of the 13F portfolio, value $4,726,563.

    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 3,476 shares
    Change vs previous 13F +1,532 shares

    0.38% of the 13F portfolio, value $1,191,953.

    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 1,944 shares
    Change vs previous 13F +600 shares

    0.24% of the 13F portfolio, value $646,889.

    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 1,344 shares
    Change vs previous 13F -8,282 shares

    0.21% of the 13F portfolio, value $408,992.

    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 9,626 shares
    Change vs previous 13F +511 shares

    1.55% of the 13F portfolio, value $2,606,975.

    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 9,115 shares
    Change vs previous 13F +6,467 shares

    1.73% of the 13F portfolio, value $2,632,802.

    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 2,648 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $733,054.

    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).