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Aspen Wealth Management LLC: SUB position timeline

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

Aspen Wealth Management LLC held 21,920 SUB 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 21,920 shares
    Change vs previous 13F -10,359 shares

    0.4% of the 13F portfolio, value $2,333,796.

    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 32,279 shares
    Change vs previous 13F +11,436 shares

    0.69% of the 13F portfolio, value $3,437,762.

    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 20,843 shares
    Change vs previous 13F -2,204 shares

    0.47% of the 13F portfolio, value $2,223,932.

    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 23,047 shares
    Change vs previous 13F -3,529 shares

    0.55% of the 13F portfolio, value $2,460,929.

    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 26,576 shares
    Change vs previous 13F -12,321 shares

    0.7% of the 13F portfolio, value $2,826,137.

    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 38,897 shares
    Change vs previous 13F -3,367 shares

    1.16% of the 13F portfolio, value $4,107,480.

    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 42,264 shares
    Change vs previous 13F -9,398 shares

    1.32% of the 13F portfolio, value $4,458,042.

    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 51,662 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $5,485,973.

    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).