Skip to content
Disclosery

Aspen Wealth Management LLC: JPIE position timeline

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

Aspen Wealth Management LLC held 11,695 JPIE 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 11,695 shares
    Change vs previous 13F -1,431 shares

    0.09% of the 13F portfolio, value $538,542.

    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 13,126 shares
    Change vs previous 13F +361 shares

    0.12% of the 13F portfolio, value $604,725.

    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 12,765 shares
    Change vs previous 13F +1,878 shares

    0.12% of the 13F portfolio, value $590,878.

    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 10,887 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $505,259.

    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 10,854 shares
    Change vs previous 13F +5,028 shares

    0.12% of the 13F portfolio, value $502,752.

    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 5,826 shares
    Change vs previous 13F -4,473 shares

    0.08% of the 13F portfolio, value $268,392.

    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 10,299 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $469,832.

    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).