Aspen Wealth Management LLC: IBDR position timeline

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

Aspen Wealth Management LLC held 20,355 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 20,355 shares
Change vs previous 13F +11,245 shares
0.08% of the 13F portfolio, value $493,206.
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).
period ended2026-03-31
13F 9,110 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $220,826.
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).