Skip to content
Disclosery

Aspen Wealth Strategies, LLC: IEFA position timeline

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

Aspen Wealth Strategies, LLC held 166,874 IEFA 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 166,874 shares
    Change vs previous 13F +5,655 shares

    7.8% of the 13F portfolio, value $16,116,669.

    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 161,219 shares
    Change vs previous 13F +4,914 shares

    7.84% of the 13F portfolio, value $14,595,115.

    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 156,305 shares
    Change vs previous 13F +41,337 shares

    7.65% of the 13F portfolio, value $13,983,054.

    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 114,968 shares
    Change vs previous 13F +9,723 shares

    5.62% of the 13F portfolio, value $10,037,838.

    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 105,245 shares
    Change vs previous 13F +5,787 shares

    5.3% of the 13F portfolio, value $8,785,889.

    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 99,458 shares
    Change vs previous 13F +4,099 shares

    4.93% of the 13F portfolio, value $7,523,981.

    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 95,359 shares
    Change vs previous 13F +5,608 shares

    4.29% of the 13F portfolio, value $6,701,802.

    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 89,751 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $7,005,103.

    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).