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Able Wealth Management LLC

Position in HTB — HomeTrust Bancshares, Inc.

CIK 2011908 Toms River, NJ

Position in HTB

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$457,491
New position
Shares Held
9,170
first reported quarter
Ownership
0.055%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#11
of 31 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Able Wealth Management LLC holds $1,124,603 across 3 Banks - Regional names. HTB ranks #1 (40.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HTB
HomeTrust Bancshares, Inc.
This page
9,170 $457,491

All Filings in HTB

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $457,491 9,170