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Able Wealth Management LLC: SPMO position timeline

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

Able Wealth Management LLC held 69,434 SPMO 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 69,434 shares
    Change vs previous 13F -17,737 shares

    2.57% of the 13F portfolio, value $11,216,309.

    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 87,171 shares
    Change vs previous 13F -33,208 shares

    2.61% of the 13F portfolio, value $9,772,709.

    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 120,379 shares
    Change vs previous 13F +13,883 shares

    4.54% of the 13F portfolio, value $14,363,570.

    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 106,496 shares
    Change vs previous 13F +31,700 shares

    4.85% of the 13F portfolio, value $12,892,380.

    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 74,796 shares
    Change vs previous 13F +6,426 shares

    4.24% of the 13F portfolio, value $8,412,332.

    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 68,370 shares
    Change vs previous 13F +16,323 shares

    3.75% of the 13F portfolio, value $6,326,252.

    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 52,047 shares
    Change vs previous 13F +11,499 shares

    3.25% of the 13F portfolio, value $4,945,023.

    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 40,548 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $3,675,322.

    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).