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Disclosery

Aspen Wealth Management LLC: SHYM position timeline

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

Aspen Wealth Management LLC held 75,007 SHYM 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 75,007 shares
    Change vs previous 13F +32,314 shares

    0.29% of the 13F portfolio, value $1,683,911.

    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 42,693 shares
    Change vs previous 13F -148,147 shares

    0.19% of the 13F portfolio, value $940,100.

    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 190,840 shares
    Change vs previous 13F +33,115 shares

    0.89% of the 13F portfolio, value $4,240,464.

    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 157,725 shares
    Change vs previous 13F +56,372 shares

    0.78% of the 13F portfolio, value $3,523,584.

    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 101,353 shares
    Change vs previous 13F +38,519 shares

    0.56% of the 13F portfolio, value $2,261,192.

    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 62,834 shares
    Change vs previous 13F +2,377 shares

    0.4% of the 13F portfolio, value $1,424,446.

    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 60,457 shares
    Change vs previous 13F +2,476 shares

    0.41% of the 13F portfolio, value $1,369,957.

    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 57,981 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,344,006.

    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).