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Able Wealth Management LLC: XHLF position timeline

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

Able Wealth Management LLC held 15,524 XHLF 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 15,524 shares
    Change vs previous 13F -6,433 shares

    0.18% of the 13F portfolio, value $780,858.

    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 21,957 shares
    Change vs previous 13F -19,457 shares

    0.3% of the 13F portfolio, value $1,105,096.

    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 41,414 shares
    Change vs previous 13F -1,817 shares

    0.66% of the 13F portfolio, value $2,081,030.

    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 43,231 shares
    Change vs previous 13F +3,596 shares

    0.82% of the 13F portfolio, value $2,179,701.

    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 39,635 shares
    Change vs previous 13F +11,338 shares

    1.01% of the 13F portfolio, value $1,995,249.

    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 28,297 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,424,932.

    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).