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Aspen Wealth Management LLC: IBHG position timeline

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

Aspen Wealth Management LLC held 43,678 IBHG 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 43,678 shares
    Change vs previous 13F +16,876 shares

    0.16% of the 13F portfolio, value $964,416.

    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 26,802 shares
    Change vs previous 13F +6,351 shares

    0.12% of the 13F portfolio, value $593,128.

    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 20,451 shares
    Change vs previous 13F +5,134 shares

    0.1% of the 13F portfolio, value $456,466.

    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 15,317 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $344,479.

    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).