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Aspen Wealth Management LLC: DFNM position timeline

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

Aspen Wealth Management LLC held 75,033 DFNM 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 75,033 shares
    Change vs previous 13F -29,394 shares

    0.62% of the 13F portfolio, value $3,626,697.

    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 104,427 shares
    Change vs previous 13F +31,447 shares

    1% of the 13F portfolio, value $5,005,176.

    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 72,980 shares
    Change vs previous 13F +4,494 shares

    0.74% of the 13F portfolio, value $3,515,423.

    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 68,486 shares
    Change vs previous 13F -1,146 shares

    0.73% of the 13F portfolio, value $3,285,943.

    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 69,632 shares
    Change vs previous 13F +23,598 shares

    0.82% of the 13F portfolio, value $3,302,651.

    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 46,034 shares
    Change vs previous 13F +5,538 shares

    0.62% of the 13F portfolio, value $2,189,847.

    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 40,496 shares
    Change vs previous 13F +1,334 shares

    0.57% of the 13F portfolio, value $1,934,475.

    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 39,162 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,900,908.

    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).