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Disclosery

Aspen Investment Management Inc: SMH position timeline

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

Aspen Investment Management Inc held 878 SMH 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 878 shares
    Change vs previous 13F -877 shares

    0.15% of the 13F portfolio, value $576,000.

    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 1,755 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $673,000.

    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 1,805 shares
    Change vs previous 13F +1,006 shares

    0.2% of the 13F portfolio, value $650,000.

    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 799 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $261,000.

    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).