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Disclosery

Aspen Wealth Management LLC: DFAC position timeline

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

Aspen Wealth Management LLC held 778,572 DFAC 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 778,572 shares
    Change vs previous 13F -3,716 shares

    5.87% of the 13F portfolio, value $34,537,463.

    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 782,288 shares
    Change vs previous 13F +73,605 shares

    6.07% of the 13F portfolio, value $30,399,715.

    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 708,683 shares
    Change vs previous 13F -35,825 shares

    5.89% of the 13F portfolio, value $28,056,766.

    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 744,508 shares
    Change vs previous 13F -8,386 shares

    6.38% of the 13F portfolio, value $28,715,661.

    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 752,894 shares
    Change vs previous 13F -21,698 shares

    6.69% of the 13F portfolio, value $26,983,720.

    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 774,592 shares
    Change vs previous 13F -6,233 shares

    7.23% of the 13F portfolio, value $25,553,806.

    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 780,825 shares
    Change vs previous 13F -747,439 shares

    8% of the 13F portfolio, value $27,008,736.

    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 1,528,264 shares
    Change vs previous 13F not available

    15.91% of the 13F portfolio, value $52,404,167.

    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).