Able Wealth Management LLC: XFIV position timeline

Able Wealth Management LLC held 4,625 XFIV 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 4,625 shares

   Change vs previous 13F -6,070 shares

   0.05% of the 13F portfolio, value $225,145.

   13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,695 shares

   Change vs previous 13F -12,897 shares

   0.14% of the 13F portfolio, value $525,766.

   13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 23,592 shares

   Change vs previous 13F +539 shares

   0.37% of the 13F portfolio, value $1,167,325.

   13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 23,053 shares

   Change vs previous 13F +3,862 shares

   0.43% of the 13F portfolio, value $1,141,809.

   13F-HR 0002085853-25-000084 filed by Able Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 19,191 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $947,056.

   13F-HR 0001667731-25-001052 filed by Able Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).