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Aspen Wealth Strategies, LLC: ITB position timeline

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

Aspen Wealth Strategies, LLC held 2,063 ITB 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 2,063 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $215,542.

    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 2,361 shares
    Change vs previous 13F +132 shares

    0.11% of the 13F portfolio, value $213,789.

    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 2,229 shares
    Change vs previous 13F -144 shares

    0.12% of the 13F portfolio, value $214,653.

    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 2,373 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $254,504.

    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 2,333 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $217,366.

    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).