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Disclosery

Aspen Wealth Management LLC: AGG position timeline

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

Aspen Wealth Management LLC held 36,858 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,858 shares
    Change vs previous 13F +17,271 shares

    0.62% of the 13F portfolio, value $3,648,210.

    13F-HR 0001895252-26-000007 filed by Aspen Wealth Management 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 19,587 shares
    Change vs previous 13F +17,470 shares

    0.39% of the 13F portfolio, value $1,944,384.

    13F-HR 0001895252-26-000004 filed by Aspen Wealth Management 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 2,117 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,415.

    13F-HR 0001895252-26-000002 filed by Aspen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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