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Aspen Wealth Management LLC: VUG position timeline

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

Aspen Wealth Management LLC held 115,233 VUG 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 115,233 shares
    Change vs previous 13F +96,169 shares

    1.69% of the 13F portfolio, value $9,926,152.

    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 19,064 shares
    Change vs previous 13F +2,124 shares

    1.66% of the 13F portfolio, value $8,326,899.

    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 16,940 shares
    Change vs previous 13F -654 shares

    1.74% of the 13F portfolio, value $8,264,539.

    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 17,594 shares
    Change vs previous 13F +2,888 shares

    1.87% of the 13F portfolio, value $8,438,492.

    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 14,706 shares
    Change vs previous 13F +1,282 shares

    1.6% of the 13F portfolio, value $6,447,043.

    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 13,424 shares
    Change vs previous 13F -188 shares

    1.41% of the 13F portfolio, value $4,978,062.

    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 13,612 shares
    Change vs previous 13F -151 shares

    1.66% of the 13F portfolio, value $5,587,088.

    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 13,763 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,284,040.

    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).