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Aspen Wealth Strategies, LLC: IYK position timeline

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

Aspen Wealth Strategies, LLC held 50,014 IYK 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 50,014 shares
    Change vs previous 13F +576 shares

    1.76% of the 13F portfolio, value $3,634,041.

    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 49,438 shares
    Change vs previous 13F +1,010 shares

    1.86% of the 13F portfolio, value $3,462,150.

    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 48,428 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,240,785.

    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).