Skip to content
Disclosery

Aspen Wealth Management LLC: VIG position timeline

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

Aspen Wealth Management LLC held 29,997 VIG 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 29,997 shares
    Change vs previous 13F -648 shares

    1.21% of the 13F portfolio, value $7,097,987.

    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 30,645 shares
    Change vs previous 13F -403 shares

    1.31% of the 13F portfolio, value $6,590,561.

    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 31,048 shares
    Change vs previous 13F -1,583 shares

    1.43% of the 13F portfolio, value $6,823,645.

    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 32,631 shares
    Change vs previous 13F -109 shares

    1.56% of the 13F portfolio, value $7,041,532.

    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 32,740 shares
    Change vs previous 13F -3,079 shares

    1.66% of the 13F portfolio, value $6,700,797.

    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 35,819 shares
    Change vs previous 13F -1,863 shares

    1.97% of the 13F portfolio, value $6,948,437.

    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 37,682 shares
    Change vs previous 13F -43,879 shares

    2.19% of the 13F portfolio, value $7,379,207.

    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 81,561 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $16,153,882.

    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).