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Able Wealth Management LLC → ISMCF
Able Wealth Management LLC ISMCF Position History
ISMCF
Quarters held
5
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q4 2025 | $6.7M |
| Q1 2026 | $6.2M |
| Q2 2026 | $7.6M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 40.6K | — | — |
| Q2 2026 | $7.6M | 40.2K | — | — |
| Q1 2026 | $6.2M | 39.9K | — | — |
| Q4 2025 | $6.7M | 39.6K | — | — |
| Q3 2025 | $6.4M | 39.1K | — | — |