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Aspen Wealth Strategies, LLC: AIQ position timeline

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

Aspen Wealth Strategies, LLC held 58,370 AIQ 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 58,370 shares
    Change vs previous 13F +3,507 shares

    1.85% of the 13F portfolio, value $3,829,650.

    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 54,863 shares
    Change vs previous 13F +3,194 shares

    1.38% of the 13F portfolio, value $2,560,459.

    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 51,669 shares
    Change vs previous 13F +23,669 shares

    1.44% of the 13F portfolio, value $2,627,862.

    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 28,000 shares
    Change vs previous 13F +19,629 shares

    0.77% of the 13F portfolio, value $1,382,897.

    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 8,371 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $365,745.

    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).