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Aspen Wealth Strategies, LLC: FMDE position timeline

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

Aspen Wealth Strategies, LLC held 196,721 FMDE 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 196,721 shares
    Change vs previous 13F +4,076 shares

    3.86% of the 13F portfolio, value $7,982,936.

    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 192,645 shares
    Change vs previous 13F +2,144 shares

    3.72% of the 13F portfolio, value $6,927,530.

    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 190,501 shares
    Change vs previous 13F +12,809 shares

    3.79% of the 13F portfolio, value $6,930,418.

    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 177,692 shares
    Change vs previous 13F +1,760 shares

    3.6% of the 13F portfolio, value $6,423,550.

    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 175,932 shares
    Change vs previous 13F +34 shares

    3.65% of the 13F portfolio, value $6,054,659.

    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 175,898 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $5,512,645.

    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).