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Aspen Wealth Management LLC: MUB position timeline

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

Aspen Wealth Management LLC held 85,027 MUB 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 85,027 shares
    Change vs previous 13F -146 shares

    1.55% of the 13F portfolio, value $9,150,629.

    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 85,173 shares
    Change vs previous 13F +66,261 shares

    1.8% of the 13F portfolio, value $9,041,163.

    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 18,912 shares
    Change vs previous 13F -418 shares

    0.43% of the 13F portfolio, value $2,025,677.

    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 19,330 shares
    Change vs previous 13F -1,559 shares

    0.46% of the 13F portfolio, value $2,058,425.

    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 20,889 shares
    Change vs previous 13F -642 shares

    0.54% of the 13F portfolio, value $2,182,519.

    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 21,531 shares
    Change vs previous 13F +7,151 shares

    0.64% of the 13F portfolio, value $2,270,218.

    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 14,380 shares
    Change vs previous 13F -657 shares

    0.45% of the 13F portfolio, value $1,532,171.

    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 15,037 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,633,475.

    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).