Aspen Wealth Management LLC: VYM position timeline

Aspen Wealth Management LLC held 3,785 VYM 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 3,785 shares

   Change vs previous 13F +3 shares

   0.1% of the 13F portfolio, value $598,091.

   13F-HR 0001895252-26-000007 filed by Aspen Wealth Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,782 shares

   Change vs previous 13F +5 shares

   0.11% of the 13F portfolio, value $560,054.

   13F-HR 0001895252-26-000004 filed by Aspen Wealth Management LLC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,777 shares

   Change vs previous 13F +11 shares

   0.11% of the 13F portfolio, value $542,013.

   13F-HR 0001895252-26-000002 filed by Aspen Wealth Management LLC
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,766 shares

   Change vs previous 13F -171 shares

   0.12% of the 13F portfolio, value $530,814.

   13F-HR 0001895252-25-000012 filed by Aspen Wealth Management LLC
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,937 shares

   Change vs previous 13F +7 shares

   0.13% of the 13F portfolio, value $524,852.

   13F-HR 0001895252-25-000009 filed by Aspen Wealth Management LLC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,930 shares

   Change vs previous 13F +180 shares

   0.14% of the 13F portfolio, value $506,867.

   13F-HR 0001895252-25-000007 filed by Aspen Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,750 shares

   Change vs previous 13F +4 shares

   0.14% of the 13F portfolio, value $478,455.

   13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,746 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $480,237.

   13F-HR 0001895252-24-000016 filed by Aspen Wealth Management LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).