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Disclosery

Aspen Wealth Management LLC: FFIN position timeline

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

Aspen Wealth Management LLC held 11,411 FFIN 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 11,411 shares
    Change vs previous 13F -722 shares

    0.07% of the 13F portfolio, value $397,331.

    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 12,133 shares
    Change vs previous 13F -829 shares

    0.07% of the 13F portfolio, value $357,317.

    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 12,962 shares
    Change vs previous 13F -1,251 shares

    0.08% of the 13F portfolio, value $387,175.

    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 14,213 shares
    Change vs previous 13F -3,417 shares

    0.11% of the 13F portfolio, value $478,267.

    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 17,630 shares
    Change vs previous 13F -8,000 shares

    0.16% of the 13F portfolio, value $634,327.

    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 25,630 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $920,630.

    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 25,630 shares
    Change vs previous 13F -12,814 shares

    0.27% of the 13F portfolio, value $923,962.

    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 38,444 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,422,812.

    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).