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Aspen Wealth Management LLC: DFAU position timeline

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

Aspen Wealth Management LLC held 162,547 DFAU 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 162,547 shares
    Change vs previous 13F -494 shares

    1.43% of the 13F portfolio, value $8,402,078.

    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 163,041 shares
    Change vs previous 13F +13,640 shares

    1.47% of the 13F portfolio, value $7,356,397.

    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 149,401 shares
    Change vs previous 13F -889 shares

    1.47% of the 13F portfolio, value $6,991,968.

    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 150,290 shares
    Change vs previous 13F +226 shares

    1.53% of the 13F portfolio, value $6,877,284.

    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 150,064 shares
    Change vs previous 13F +34,057 shares

    1.58% of the 13F portfolio, value $6,356,694.

    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 116,007 shares
    Change vs previous 13F +20,698 shares

    1.26% of the 13F portfolio, value $4,459,316.

    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 95,309 shares
    Change vs previous 13F -13,347 shares

    1.14% of the 13F portfolio, value $3,859,072.

    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 108,656 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,312,550.

    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).