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Aspen Wealth Strategies, LLC: CTA position timeline

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

Aspen Wealth Strategies, LLC held 266,834 CTA 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 266,834 shares
    Change vs previous 13F +4,898 shares

    3.35% of the 13F portfolio, value $6,921,667.

    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 261,936 shares
    Change vs previous 13F +5,169 shares

    4.25% of the 13F portfolio, value $7,915,698.

    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 256,767 shares
    Change vs previous 13F +58,394 shares

    3.83% of the 13F portfolio, value $6,999,462.

    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 198,373 shares
    Change vs previous 13F +16,206 shares

    3.11% of the 13F portfolio, value $5,548,480.

    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 182,167 shares
    Change vs previous 13F +5,098 shares

    2.94% of the 13F portfolio, value $4,871,150.

    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 177,069 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $5,241,255.

    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).