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Disclosery

Able Wealth Management LLC: SHV position timeline

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

Able Wealth Management LLC held 392,113 SHV 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 392,113 shares
    Change vs previous 13F +7,993 shares

    9.93% of the 13F portfolio, value $43,269,619.

    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 384,120 shares
    Change vs previous 13F +13,941 shares

    11.34% of the 13F portfolio, value $42,402,999.

    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 370,179 shares
    Change vs previous 13F +154,913 shares

    12.9% of the 13F portfolio, value $40,775,233.

    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 215,266 shares
    Change vs previous 13F +3,638 shares

    8.94% of the 13F portfolio, value $23,784,755.

    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 211,628 shares
    Change vs previous 13F +6,422 shares

    11.78% of the 13F portfolio, value $23,367,960.

    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 205,206 shares
    Change vs previous 13F +1,776 shares

    13.44% of the 13F portfolio, value $22,667,041.

    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 203,430 shares
    Change vs previous 13F +17,210 shares

    14.73% of the 13F portfolio, value $22,399,632.

    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 186,220 shares
    Change vs previous 13F not available

    15.62% of the 13F portfolio, value $20,601,536.

    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).