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Disclosery

Aspen Wealth Management LLC: VWO position timeline

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

Aspen Wealth Management LLC held 374,483 VWO 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 374,483 shares
    Change vs previous 13F +24,433 shares

    3.8% of the 13F portfolio, value $22,352,892.

    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 350,050 shares
    Change vs previous 13F -2,484 shares

    3.77% of the 13F portfolio, value $18,920,216.

    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 352,534 shares
    Change vs previous 13F +7,326 shares

    3.98% of the 13F portfolio, value $18,952,233.

    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 345,208 shares
    Change vs previous 13F +7,435 shares

    4.15% of the 13F portfolio, value $18,703,391.

    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 337,773 shares
    Change vs previous 13F -4,765 shares

    4.14% of the 13F portfolio, value $16,706,242.

    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 342,538 shares
    Change vs previous 13F +32,603 shares

    4.39% of the 13F portfolio, value $15,503,282.

    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 309,935 shares
    Change vs previous 13F +81,288 shares

    4.05% of the 13F portfolio, value $13,649,532.

    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 228,647 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $10,940,758.

    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).