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CIK 0002011908 • 6 13F filings • Apr 28, 2025 – Jul 29, 2026
Import this data to Google Sheets with:
=jivedata("able-wealth-management-llc-0002011908-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000084 |
| $266.0M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000903 | $435.8M | View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001052 | $198.3M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000500 | $374.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000545 | $169.5M | View |