Skip to content
Disclosery

Aspen Capital Management, LLC: SCHB position timeline

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

Aspen Capital Management, LLC held 15,463 SCHB 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 15,463 shares
    Change vs previous 13F +6,524 shares

    0.1% of the 13F portfolio, value $447,806.

    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 8,939 shares
    Change vs previous 13F +524 shares

    0.06% of the 13F portfolio, value $224,373.

    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 8,415 shares
    Change vs previous 13F -1,272 shares

    0.05% of the 13F portfolio, value $220,735.

    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 9,687 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $249,050.

    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 9,671 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $230,466.

    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 9,568 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,992.

    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).