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Aspen Wealth Management LLC: IBMO position timeline

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

Aspen Wealth Management LLC held 34,731 IBMO 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 34,731 shares
    Change vs previous 13F -13,451 shares

    0.15% of the 13F portfolio, value $890,495.

    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 48,182 shares
    Change vs previous 13F +5,351 shares

    0.25% of the 13F portfolio, value $1,234,905.

    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 42,831 shares
    Change vs previous 13F +8,001 shares

    0.23% of the 13F portfolio, value $1,098,058.

    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 34,830 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $893,738.

    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).