Aspen Wealth Management LLC: DFAT position timeline

Aspen Wealth Management LLC held 584,682 DFAT 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 584,682 shares

   Change vs previous 13F +48,472 shares

   6.94% of the 13F portfolio, value $40,869,286.

   13F-HR 0001895252-26-000007 filed by Aspen Wealth Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 536,210 shares

   Change vs previous 13F +11,239 shares

   6.68% of the 13F portfolio, value $33,486,334.

   13F-HR 0001895252-26-000004 filed by Aspen Wealth Management LLC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 524,971 shares

   Change vs previous 13F +16,469 shares

   6.56% of the 13F portfolio, value $31,256,787.

   13F-HR 0001895252-26-000002 filed by Aspen Wealth Management LLC
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 508,502 shares

   Change vs previous 13F +16,617 shares

   6.57% of the 13F portfolio, value $29,599,900.

   13F-HR 0001895252-25-000012 filed by Aspen Wealth Management LLC
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 491,885 shares

   Change vs previous 13F +125,397 shares

   6.59% of the 13F portfolio, value $26,542,117.

   13F-HR 0001895252-25-000009 filed by Aspen Wealth Management LLC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 366,488 shares

   Change vs previous 13F +48,753 shares

   5.34% of the 13F portfolio, value $18,870,451.

   13F-HR 0001895252-25-000007 filed by Aspen Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 317,735 shares

   Change vs previous 13F +313,814 shares

   5.24% of the 13F portfolio, value $17,685,122.

   13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,921 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $218,121.

   13F-HR 0001895252-24-000016 filed by Aspen Wealth Management LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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