Aspen Wealth Management LLC: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Wealth Management LLC on JMST, newest first. How the timeline and the estimate are built.
Aspen Wealth Management LLC held 195,619 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 195,619 sharesChange vs previous 13F +31,609 shares
1.69% of the 13F portfolio, value $9,976,545.
13F-HR 0001895252-26-000007 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 164,010 sharesChange vs previous 13F +64,362 shares
1.67% of the 13F portfolio, value $8,361,243.
13F-HR 0001895252-26-000004 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,648 sharesChange vs previous 13F +27,861 shares
1.07% of the 13F portfolio, value $5,076,089.
13F-HR 0001895252-26-000002 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,787 sharesChange vs previous 13F +19,684 shares
0.81% of the 13F portfolio, value $3,664,029.
13F-HR 0001895252-25-000012 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,103 sharesChange vs previous 13F -7,770 shares
0.66% of the 13F portfolio, value $2,653,105.
13F-HR 0001895252-25-000009 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,873 sharesChange vs previous 13F +6,003 shares
0.86% of the 13F portfolio, value $3,044,518.
13F-HR 0001895252-25-000007 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,870 sharesChange vs previous 13F +6,529 shares
0.81% of the 13F portfolio, value $2,731,762.
13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,341 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $2,411,575.
13F-HR 0001895252-24-000016 filed by Aspen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).