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Disclosery

Able Wealth Management LLC: RSEE position timeline

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

Able Wealth Management LLC held 15,114 RSEE 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 15,114 shares
    Change vs previous 13F -728 shares

    0.14% of the 13F portfolio, value $597,756.

    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 15,842 shares
    Change vs previous 13F -356 shares

    0.14% of the 13F portfolio, value $517,288.

    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 16,198 shares
    Change vs previous 13F +3,603 shares

    0.18% of the 13F portfolio, value $554,751.

    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 12,595 shares
    Change vs previous 13F +2,908 shares

    0.16% of the 13F portfolio, value $416,647.

    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 9,687 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $293,353.

    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).