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Aspen Wealth Strategies, LLC: ESGU position timeline

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

Aspen Wealth Strategies, LLC held 2,397 ESGU 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 2,397 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $392,317.

    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 2,397 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $338,984.

    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 2,397 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $357,105.

    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 2,397 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $349,003.

    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 2,397 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $324,314.

    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 2,397 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $292,218.

    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 2,347 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $302,341.

    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 2,347 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $296,144.

    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).