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Disclosery

Aspen Wealth Management LLC: USRT position timeline

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

Aspen Wealth Management LLC held 19,660 USRT 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 19,660 shares
    Change vs previous 13F +10 shares

    0.22% of the 13F portfolio, value $1,306,405.

    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 19,650 shares
    Change vs previous 13F +5,734 shares

    0.23% of the 13F portfolio, value $1,163,104.

    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 13,916 shares
    Change vs previous 13F -335 shares

    0.17% of the 13F portfolio, value $792,632.

    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 14,251 shares
    Change vs previous 13F -577 shares

    0.19% of the 13F portfolio, value $836,833.

    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 14,828 shares
    Change vs previous 13F +3,461 shares

    0.21% of the 13F portfolio, value $838,683.

    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 11,367 shares
    Change vs previous 13F -61 shares

    0.19% of the 13F portfolio, value $654,729.

    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 11,428 shares
    Change vs previous 13F -669 shares

    0.19% of the 13F portfolio, value $654,945.

    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 12,097 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $744,838.

    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).