Skip to content
Disclosery

Aspen Wealth Strategies, LLC: AGGH position timeline

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

Aspen Wealth Strategies, LLC held 20,489 AGGH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,489 shares
    Change vs previous 13F +176 shares

    0.2% of the 13F portfolio, value $413,268.

    13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, 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 20,313 shares
    Change vs previous 13F +4,236 shares

    0.22% of the 13F portfolio, value $413,367.

    13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, 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 16,077 shares
    Change vs previous 13F +426 shares

    0.18% of the 13F portfolio, value $332,789.

    13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, 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 15,651 shares
    Change vs previous 13F -14,443 shares

    0.18% of the 13F portfolio, value $324,128.

    13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, 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 30,094 shares
    Change vs previous 13F -16,540 shares

    0.37% of the 13F portfolio, value $621,132.

    13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, 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 46,634 shares
    Change vs previous 13F +773 shares

    0.65% of the 13F portfolio, value $986,315.

    13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, 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 45,861 shares
    Change vs previous 13F +16,429 shares

    0.61% of the 13F portfolio, value $946,102.

    13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, 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 29,432 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $638,967.

    13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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