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Aspen Investment Management Inc: IVV position timeline

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

Aspen Investment Management Inc held 6,403 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,403 shares
    Change vs previous 13F +743 shares

    1.29% of the 13F portfolio, value $4,795,000.

    13F-HR 0001541596-26-000003 filed by Aspen Investment Management Inc
    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 5,660 shares
    Change vs previous 13F +133 shares

    1.13% of the 13F portfolio, value $3,697,000.

    13F-HR 0001541596-26-000002 filed by Aspen Investment Management Inc
    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 5,527 shares
    Change vs previous 13F -273 shares

    1.14% of the 13F portfolio, value $3,786,000.

    13F-HR 0001541596-26-000001 filed by Aspen Investment Management Inc
    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 5,800 shares
    Change vs previous 13F +8 shares

    1.5% of the 13F portfolio, value $3,882,000.

    13F-HR 0001541596-25-000007 filed by Aspen Investment Management Inc
    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 5,792 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,596,000.

    13F-HR 0001541596-25-000005 filed by Aspen Investment Management Inc
    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 5,792 shares
    Change vs previous 13F +110 shares

    1.5% of the 13F portfolio, value $3,254,000.

    13F-HR 0001541596-25-000004 filed by Aspen Investment Management Inc
    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 5,682 shares
    Change vs previous 13F -45 shares

    1.55% of the 13F portfolio, value $3,345,000.

    13F-HR 0001541596-25-000001 filed by Aspen Investment Management Inc
    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 5,727 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,303,000.

    13F-HR 0001541596-24-000006 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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