Skip to content
Disclosery

Aspen Wealth Strategies, LLC: JAAA position timeline

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

Aspen Wealth Strategies, LLC held 40,217 JAAA 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 40,217 shares
    Change vs previous 13F +3,462 shares

    0.98% of the 13F portfolio, value $2,030,561.

    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 36,755 shares
    Change vs previous 13F +2,397 shares

    0.99% of the 13F portfolio, value $1,851,351.

    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 34,358 shares
    Change vs previous 13F -7,634 shares

    0.95% of the 13F portfolio, value $1,737,827.

    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 41,992 shares
    Change vs previous 13F +310 shares

    1.19% of the 13F portfolio, value $2,132,371.

    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 41,682 shares
    Change vs previous 13F -4,263 shares

    1.28% of the 13F portfolio, value $2,115,377.

    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 45,945 shares
    Change vs previous 13F +15,054 shares

    1.53% of the 13F portfolio, value $2,329,863.

    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 30,891 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,566,465.

    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).