Position in BFS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$265,730
New position
Shares Held
7,107
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#95
of 193 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Able Wealth Management LLC holds $265,730 across 1 REIT - Retail name. BFS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFS |
Saul Centers, Inc.
This page
|
7,107 | $265,730 |
All Filings in BFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,730 | 7,107 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||