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Aspen Wealth Management LLC: QUAL position timeline

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

Aspen Wealth Management LLC held 244,746 QUAL 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 244,746 shares
    Change vs previous 13F +17,084 shares

    9.12% of the 13F portfolio, value $53,704,668.

    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 227,662 shares
    Change vs previous 13F -1,220 shares

    8.71% of the 13F portfolio, value $43,667,877.

    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 228,882 shares
    Change vs previous 13F +5,878 shares

    9.55% of the 13F portfolio, value $45,460,600.

    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 223,004 shares
    Change vs previous 13F +2,911 shares

    9.63% of the 13F portfolio, value $43,374,308.

    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 220,093 shares
    Change vs previous 13F +9,182 shares

    9.98% of the 13F portfolio, value $40,237,427.

    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 210,911 shares
    Change vs previous 13F +12,062 shares

    10.2% of the 13F portfolio, value $36,042,563.

    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 198,849 shares
    Change vs previous 13F +2,674 shares

    10.5% of the 13F portfolio, value $35,411,029.

    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 196,175 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $35,174,183.

    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).