Aspen Wealth Management LLC: DFIC position timeline

Aspen Wealth Management LLC held 1,520,708 DFIC 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 1,520,708 shares

   Change vs previous 13F +125,061 shares

   9.62% of the 13F portfolio, value $56,661,593.

   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 1,395,647 shares

   Change vs previous 13F +16,705 shares

   9.89% of the 13F portfolio, value $49,587,321.

   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 1,378,942 shares

   Change vs previous 13F +49,917 shares

   9.98% of the 13F portfolio, value $47,518,345.

   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 1,329,025 shares

   Change vs previous 13F +22,080 shares

   9.68% of the 13F portfolio, value $43,578,724.

   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 1,306,945 shares

   Change vs previous 13F +28,436 shares

   10.08% of the 13F portfolio, value $40,632,923.

   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 1,278,509 shares

   Change vs previous 13F +126,804 shares

   10.05% of the 13F portfolio, value $35,504,186.

   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 1,151,705 shares

   Change vs previous 13F +159,022 shares

   8.82% of the 13F portfolio, value $29,765,819.

   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 992,683 shares

   Change vs previous 13F not available

   8.48% of the 13F portfolio, value $27,934,096.

   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).