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Disclosery

Aspen Wealth Management LLC: IJR position timeline

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

Aspen Wealth Management LLC held 5,120 IJR 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 5,120 shares
    Change vs previous 13F -102 shares

    0.13% of the 13F portfolio, value $759,298.

    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 5,222 shares
    Change vs previous 13F +2,578 shares

    0.13% of the 13F portfolio, value $649,130.

    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 2,644 shares
    Change vs previous 13F -10 shares

    0.07% of the 13F portfolio, value $317,780.

    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 2,654 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $315,374.

    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 2,582 shares
    Change vs previous 13F -534 shares

    0.07% of the 13F portfolio, value $282,147.

    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 3,116 shares
    Change vs previous 13F -21 shares

    0.09% of the 13F portfolio, value $325,832.

    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 3,137 shares
    Change vs previous 13F -513 shares

    0.11% of the 13F portfolio, value $361,448.

    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 3,650 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $426,931.

    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).