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Aspen Investment Management Inc: SPY position timeline

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

Aspen Investment Management Inc held 33,300 SPY 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 33,300 shares
    Change vs previous 13F -2,625 shares

    6.69% of the 13F portfolio, value $24,868,000.

    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 35,925 shares
    Change vs previous 13F +271 shares

    7.16% of the 13F portfolio, value $23,364,000.

    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 35,654 shares
    Change vs previous 13F +344 shares

    7.34% of the 13F portfolio, value $24,314,000.

    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 35,310 shares
    Change vs previous 13F +1,605 shares

    9.09% of the 13F portfolio, value $23,523,000.

    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 33,705 shares
    Change vs previous 13F -643 shares

    8.76% of the 13F portfolio, value $20,826,000.

    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 34,348 shares
    Change vs previous 13F +681 shares

    8.86% of the 13F portfolio, value $19,215,000.

    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 33,667 shares
    Change vs previous 13F +229 shares

    9.16% of the 13F portfolio, value $19,733,000.

    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 33,438 shares
    Change vs previous 13F not available

    8.95% of the 13F portfolio, value $19,187,000.

    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).