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Disclosery

Able Wealth Management LLC: USMV position timeline

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

Able Wealth Management LLC held 81,811 USMV 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 81,811 shares
    Change vs previous 13F +252 shares

    1.81% of the 13F portfolio, value $7,891,518.

    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 81,559 shares
    Change vs previous 13F +6,696 shares

    2.02% of the 13F portfolio, value $7,563,779.

    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 74,863 shares
    Change vs previous 13F +2,469 shares

    2.23% of the 13F portfolio, value $7,049,143.

    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 72,394 shares
    Change vs previous 13F +878 shares

    2.59% of the 13F portfolio, value $6,887,519.

    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 71,516 shares
    Change vs previous 13F +1,205 shares

    3.39% of the 13F portfolio, value $6,713,178.

    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 70,311 shares
    Change vs previous 13F +1,018 shares

    3.9% of the 13F portfolio, value $6,585,306.

    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 69,293 shares
    Change vs previous 13F +981 shares

    4.05% of the 13F portfolio, value $6,152,566.

    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 68,312 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $6,237,659.

    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).