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
- period ended2026-06-3013F 262,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 254,224 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 217,658 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 204,914 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 195,715 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 223,513 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 219,965 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 255,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).