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Disclosery

Aspen Wealth Management LLC: IBMT position timeline

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

Aspen Wealth Management LLC held 19,473 IBMT 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 19,473 shares
    Change vs previous 13F -23,300 shares

    0.09% of the 13F portfolio, value $502,403.

    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 42,773 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,097,850.

    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 42,773 shares
    Change vs previous 13F +7,908 shares

    0.23% of the 13F portfolio, value $1,109,959.

    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 34,865 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $902,481.

    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).