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Disclosery

Aspen Capital Management, LLC: IWB position timeline

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

Aspen Capital Management, LLC held 14,706 IWB 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 14,706 shares
    Change vs previous 13F -99 shares

    1.33% of the 13F portfolio, value $6,022,169.

    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 14,805 shares
    Change vs previous 13F -170 shares

    1.31% of the 13F portfolio, value $5,278,925.

    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 14,975 shares
    Change vs previous 13F -279 shares

    1.38% of the 13F portfolio, value $5,592,321.

    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).

  4. period ended2025-09-30
    13F 15,254 shares
    Change vs previous 13F -207 shares

    1.42% of the 13F portfolio, value $5,575,087.

    13F-HR 0002065974-25-000004 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).

  5. period ended2025-06-30
    13F 15,461 shares
    Change vs previous 13F -62 shares

    1.47% of the 13F portfolio, value $5,250,143.

    13F-HR 0002065974-25-000002 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).

  6. period ended2025-03-31
    13F 15,523 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,761,572.

    13F-HR 0002065974-25-000001 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).