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Disclosery

Able Wealth Management LLC: VIG position timeline

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

Able Wealth Management LLC held 1,489 VIG 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 1,489 shares
    Change vs previous 13F -1,426 shares

    0.08% of the 13F portfolio, value $352,327.

    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 2,915 shares
    Change vs previous 13F -80 shares

    0.17% of the 13F portfolio, value $626,926.

    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 2,995 shares
    Change vs previous 13F +1,607 shares

    0.21% of the 13F portfolio, value $658,241.

    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 1,388 shares
    Change vs previous 13F -1,250 shares

    0.11% of the 13F portfolio, value $299,517.

    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 2,638 shares
    Change vs previous 13F +1,425 shares

    0.27% of the 13F portfolio, value $539,919.

    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 1,213 shares
    Change vs previous 13F +60 shares

    0.14% of the 13F portfolio, value $235,310.

    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 1,153 shares
    Change vs previous 13F -173 shares

    0.15% of the 13F portfolio, value $225,792.

    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 1,326 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $262,627.

    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).