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Disclosery

Aspen Capital Management, LLC: SGOV position timeline

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

Aspen Capital Management, LLC held 341,534 SGOV 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 341,534 shares
    Change vs previous 13F -192,020 shares

    7.59% of the 13F portfolio, value $34,382,269.

    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 533,554 shares
    Change vs previous 13F -93,996 shares

    13.29% of the 13F portfolio, value $53,707,505.

    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 627,550 shares
    Change vs previous 13F -51,174 shares

    15.6% of the 13F portfolio, value $62,993,507.

    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 678,724 shares
    Change vs previous 13F +42,924 shares

    17.42% of the 13F portfolio, value $68,347,466.

    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 635,800 shares
    Change vs previous 13F +102,600 shares

    17.94% of the 13F portfolio, value $64,018,700.

    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 533,200 shares
    Change vs previous 13F not available

    17.16% of the 13F portfolio, value $53,677,239.

    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).