Skip to content
Disclosery

Aspen Wealth Management LLC: DFUS position timeline

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

Aspen Wealth Management LLC held 827,733 DFUS 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 827,733 shares
    Change vs previous 13F +76,268 shares

    11.52% of the 13F portfolio, value $67,824,409.

    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 751,465 shares
    Change vs previous 13F -2,950 shares

    10.63% of the 13F portfolio, value $53,286,365.

    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 754,415 shares
    Change vs previous 13F +26,675 shares

    11.75% of the 13F portfolio, value $55,954,969.

    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 727,740 shares
    Change vs previous 13F +32,155 shares

    11.71% of the 13F portfolio, value $52,717,486.

    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 695,585 shares
    Change vs previous 13F +97,886 shares

    11.57% of the 13F portfolio, value $46,618,111.

    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 597,699 shares
    Change vs previous 13F +65,857 shares

    10.23% of the 13F portfolio, value $36,148,851.

    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 531,842 shares
    Change vs previous 13F +516,534 shares

    10.05% of the 13F portfolio, value $33,904,912.

    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 15,308 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $952,137.

    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).