Number of Shares
16,325
Previous 12,517 30.42%
Holding current value
$820 Million
Previous $637 Million 28.72%
% of portfolio
0.2%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
N/A
3,808 Added 30.42%
16,325 $820 Million
Q1 2025

Apr 25, 2025

BUY
N/A
5,810 Added 86.63%
12,517 $637 Million
Q4 2024

Feb 27, 2025

BUY
N/A
6,707 New
6,707 $343 Million
Track This Portfolio

Track Able Financial Group, LLC Portfolio

Follow Able Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Financial Group, LLC with notifications on news.