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Aspen Wealth Management LLC: JPST position timeline

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

Aspen Wealth Management LLC held 262,094 JPST 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 262,094 shares
    Change vs previous 13F +7,870 shares

    2.25% of the 13F portfolio, value $13,254,087.

    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 254,224 shares
    Change vs previous 13F +36,566 shares

    2.57% of the 13F portfolio, value $12,866,291.

    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 217,658 shares
    Change vs previous 13F +12,744 shares

    2.31% of the 13F portfolio, value $11,011,307.

    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 204,914 shares
    Change vs previous 13F +9,199 shares

    2.31% of the 13F portfolio, value $10,395,290.

    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 195,715 shares
    Change vs previous 13F -27,798 shares

    2.46% of the 13F portfolio, value $9,918,850.

    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 223,513 shares
    Change vs previous 13F +3,548 shares

    3.2% of the 13F portfolio, value $11,316,482.

    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 219,965 shares
    Change vs previous 13F -35,705 shares

    3.28% of the 13F portfolio, value $11,079,638.

    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 255,670 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $12,972,684.

    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).