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Disclosery

Aspen Grove Capital, LLC: SPY position timeline

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

Aspen Grove Capital, LLC held 79,367 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,367 shares
    Change vs previous 13F +53 shares

    8.54% of the 13F portfolio, value $59,300,568.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 79,314 shares
    Change vs previous 13F +1,464 shares

    10.06% of the 13F portfolio, value $51,727,899.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 77,850 shares
    Change vs previous 13F +234 shares

    9.23% of the 13F portfolio, value $53,246,242.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 77,616 shares
    Change vs previous 13F +15,142 shares

    8.72% of the 13F portfolio, value $51,850,606.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 62,474 shares
    Change vs previous 13F +47 shares

    6.58% of the 13F portfolio, value $38,710,495.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 62,427 shares
    Change vs previous 13F +127 shares

    6.74% of the 13F portfolio, value $35,027,120.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,300 shares
    Change vs previous 13F +728 shares

    7.77% of the 13F portfolio, value $36,633,864.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,572 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $35,435,287.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).