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Disclosery

Aspen Capital Management, LLC: SCHX position timeline

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

Aspen Capital Management, LLC held 15,379 SCHX 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 15,379 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $452,602.

    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 15,370 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $394,092.

    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 15,325 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $412,383.

    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 15,315 shares
    Change vs previous 13F -207 shares

    0.1% of the 13F portfolio, value $403,389.

    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 15,522 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $379,349.

    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 15,512 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $342,505.

    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).