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Disclosery

Aspen Capital Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Capital Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Aspen Capital Management, LLC held 2,364 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,364 shares
    Change vs previous 13F +104 shares

    0.05% of the 13F portfolio, value $233,975.

    13F-HR 0002065974-26-000003 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,260 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $224,326.

    13F-HR 0002065974-26-000002 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,229 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $222,609.

    13F-HR 0002065974-26-000001 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).