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Aspen Wealth Management LLC: DFAS position timeline

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

Aspen Wealth Management LLC held 55,413 DFAS 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 55,413 shares
    Change vs previous 13F -438 shares

    0.77% of the 13F portfolio, value $4,562,673.

    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 55,851 shares
    Change vs previous 13F +9,882 shares

    0.79% of the 13F portfolio, value $3,972,663.

    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 45,969 shares
    Change vs previous 13F -328 shares

    0.67% of the 13F portfolio, value $3,202,636.

    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 46,297 shares
    Change vs previous 13F -311 shares

    0.7% of the 13F portfolio, value $3,169,510.

    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 46,608 shares
    Change vs previous 13F +17,955 shares

    0.74% of the 13F portfolio, value $2,969,414.

    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 28,653 shares
    Change vs previous 13F +2,431 shares

    0.48% of the 13F portfolio, value $1,712,044.

    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 26,222 shares
    Change vs previous 13F -28,502 shares

    0.51% of the 13F portfolio, value $1,706,530.

    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 54,724 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,549,370.

    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).