Skip to content
Disclosery

Aspen Wealth Management LLC: ITOT position timeline

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

Aspen Wealth Management LLC held 30,991 ITOT 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 30,991 shares
    Change vs previous 13F +74 shares

    0.86% of the 13F portfolio, value $5,090,883.

    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 30,917 shares
    Change vs previous 13F +1,030 shares

    0.88% of the 13F portfolio, value $4,403,479.

    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 29,887 shares
    Change vs previous 13F +78 shares

    0.93% of the 13F portfolio, value $4,443,930.

    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 29,809 shares
    Change vs previous 13F +67 shares

    0.96% of the 13F portfolio, value $4,341,713.

    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 29,742 shares
    Change vs previous 13F +5,179 shares

    1% of the 13F portfolio, value $4,016,294.

    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 24,563 shares
    Change vs previous 13F +12,825 shares

    0.85% of the 13F portfolio, value $2,996,990.

    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 11,738 shares
    Change vs previous 13F -2,248 shares

    0.45% of the 13F portfolio, value $1,509,775.

    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 13,986 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,756,909.

    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).