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Aspen Wealth Management LLC: BNDX position timeline

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

Aspen Wealth Management LLC held 19,669 BNDX 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 19,669 shares
    Change vs previous 13F -2,211 shares

    0.16% of the 13F portfolio, value $952,585.

    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 21,880 shares
    Change vs previous 13F -5,982 shares

    0.21% of the 13F portfolio, value $1,051,331.

    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 27,862 shares
    Change vs previous 13F -1,829 shares

    0.28% of the 13F portfolio, value $1,346,312.

    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).

  4. period ended2025-09-30
    13F 29,691 shares
    Change vs previous 13F -3,201 shares

    0.33% of the 13F portfolio, value $1,468,525.

    13F-HR 0001895252-25-000012 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).

  5. period ended2025-06-30
    13F 32,892 shares
    Change vs previous 13F -56,495 shares

    0.4% of the 13F portfolio, value $1,628,461.

    13F-HR 0001895252-25-000009 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).

  6. period ended2025-03-31
    13F 89,387 shares
    Change vs previous 13F -49,068 shares

    1.23% of the 13F portfolio, value $4,363,863.

    13F-HR 0001895252-25-000007 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).

  7. period ended2024-12-31
    13F 138,455 shares
    Change vs previous 13F -254,771 shares

    2.01% of the 13F portfolio, value $6,791,218.

    13F-HR 0001895252-25-000002 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).

  8. period ended2024-09-30
    13F 393,226 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $19,771,407.

    13F-HR 0001895252-24-000016 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).