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Disclosery

Aspen Wealth Management LLC: DFEM position timeline

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

Aspen Wealth Management LLC held 140,669 DFEM 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 140,669 shares
    Change vs previous 13F +13,522 shares

    0.97% of the 13F portfolio, value $5,716,806.

    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 127,147 shares
    Change vs previous 13F +29,407 shares

    0.88% of the 13F portfolio, value $4,392,919.

    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 97,740 shares
    Change vs previous 13F +4,866 shares

    0.68% of the 13F portfolio, value $3,233,228.

    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 92,874 shares
    Change vs previous 13F +293 shares

    0.66% of the 13F portfolio, value $2,978,455.

    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 92,581 shares
    Change vs previous 13F +35,703 shares

    0.68% of the 13F portfolio, value $2,747,802.

    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 56,878 shares
    Change vs previous 13F +2,085 shares

    0.43% of the 13F portfolio, value $1,504,981.

    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 54,793 shares
    Change vs previous 13F -3,821 shares

    0.43% of the 13F portfolio, value $1,435,018.

    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 58,614 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,649,989.

    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).