Aspen Wealth Management LLC: SPTM position timeline

Aspen Wealth Management LLC held 3,531 SPTM 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 3,531 shares

   Change vs previous 13F +6 shares

   0.05% of the 13F portfolio, value $320,567.

   13F-HR 0001895252-26-000007 filed by Aspen Wealth Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,525 shares

   Change vs previous 13F +10 shares

   0.06% of the 13F portfolio, value $278,700.

   13F-HR 0001895252-26-000004 filed by Aspen Wealth Management LLC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,515 shares

   Change vs previous 13F +1 shares

   0.06% of the 13F portfolio, value $289,977.

   13F-HR 0001895252-26-000002 filed by Aspen Wealth Management LLC
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,514 shares

   Change vs previous 13F +11 shares

   0.06% of the 13F portfolio, value $283,373.

   13F-HR 0001895252-25-000012 filed by Aspen Wealth Management LLC
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,503 shares

   Change vs previous 13F -13 shares

   0.07% of the 13F portfolio, value $262,368.

   13F-HR 0001895252-25-000009 filed by Aspen Wealth Management LLC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,516 shares

   Change vs previous 13F +16 shares

   0.07% of the 13F portfolio, value $239,150.

   13F-HR 0001895252-25-000007 filed by Aspen Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,500 shares

   Change vs previous 13F -500 shares

   0.07% of the 13F portfolio, value $250,027.

   13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,000 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $280,260.

   13F-HR 0001895252-24-000016 filed by Aspen Wealth Management LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).