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Able Wealth Management LLC: SPYG position timeline

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

Able Wealth Management LLC held 152,934 SPYG 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 152,934 shares
    Change vs previous 13F +21,555 shares

    4.18% of the 13F portfolio, value $18,197,611.

    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 131,379 shares
    Change vs previous 13F +32,494 shares

    3.44% of the 13F portfolio, value $12,863,282.

    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 98,885 shares
    Change vs previous 13F +20,834 shares

    3.34% of the 13F portfolio, value $10,550,981.

    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 78,051 shares
    Change vs previous 13F +23,022 shares

    3.07% of the 13F portfolio, value $8,157,083.

    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 55,029 shares
    Change vs previous 13F +51,967 shares

    2.65% of the 13F portfolio, value $5,245,388.

    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 3,062 shares
    Change vs previous 13F -111 shares

    0.15% of the 13F portfolio, value $246,067.

    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 3,173 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $278,937.

    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 3,176 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $263,417.

    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).