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Disclosery

Aspen Wealth Management LLC: DFAR position timeline

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

Aspen Wealth Management LLC held 438,451 DFAR 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 438,451 shares
    Change vs previous 13F +48,797 shares

    1.95% of the 13F portfolio, value $11,469,891.

    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 389,654 shares
    Change vs previous 13F +12,116 shares

    1.84% of the 13F portfolio, value $9,215,306.

    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 377,538 shares
    Change vs previous 13F +30,290 shares

    1.82% of the 13F portfolio, value $8,646,066.

    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 347,248 shares
    Change vs previous 13F +10,658 shares

    1.84% of the 13F portfolio, value $8,281,858.

    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 336,590 shares
    Change vs previous 13F -6,505 shares

    1.96% of the 13F portfolio, value $7,896,392.

    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 343,095 shares
    Change vs previous 13F +14,337 shares

    2.31% of the 13F portfolio, value $8,155,364.

    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 328,758 shares
    Change vs previous 13F -51,897 shares

    2.27% of the 13F portfolio, value $7,650,204.

    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 380,655 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $9,760,007.

    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).