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Disclosery

Aspen Capital Management, LLC: IWM position timeline

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

Aspen Capital Management, LLC held 7,479 IWM 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 7,479 shares
    Change vs previous 13F -204 shares

    0.5% of the 13F portfolio, value $2,247,038.

    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 7,683 shares
    Change vs previous 13F -22 shares

    0.47% of the 13F portfolio, value $1,905,345.

    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 7,705 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,896,602.

    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 7,705 shares
    Change vs previous 13F -82 shares

    0.48% of the 13F portfolio, value $1,864,201.

    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 7,787 shares
    Change vs previous 13F +26 shares

    0.47% of the 13F portfolio, value $1,680,453.

    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 7,761 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,548,224.

    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).