Skip to content
Disclosery

Aspen Investment Management Inc: XLU position timeline

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

Aspen Investment Management Inc held 58,050 XLU 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 58,050 shares
    Change vs previous 13F +591 shares

    0.71% of the 13F portfolio, value $2,632,000.

    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 57,459 shares
    Change vs previous 13F -70 shares

    0.81% of the 13F portfolio, value $2,637,000.

    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 57,529 shares
    Change vs previous 13F +28,950 shares

    0.74% of the 13F portfolio, value $2,456,000.

    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 28,579 shares
    Change vs previous 13F +420 shares

    0.96% of the 13F portfolio, value $2,492,000.

    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 28,159 shares
    Change vs previous 13F +967 shares

    0.97% of the 13F portfolio, value $2,299,000.

    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 27,192 shares
    Change vs previous 13F +4,137 shares

    0.99% of the 13F portfolio, value $2,144,000.

    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 23,055 shares
    Change vs previous 13F +2,765 shares

    0.81% of the 13F portfolio, value $1,745,000.

    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 20,290 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,639,000.

    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).