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Aspen Wealth Strategies, LLC: JPST position timeline

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

Aspen Wealth Strategies, LLC held 34,086 JPST 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 34,086 shares
    Change vs previous 13F +3,494 shares

    0.83% of the 13F portfolio, value $1,723,710.

    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 30,592 shares
    Change vs previous 13F +3,073 shares

    0.83% of the 13F portfolio, value $1,548,244.

    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 27,519 shares
    Change vs previous 13F -1,004 shares

    0.76% of the 13F portfolio, value $1,392,192.

    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 28,523 shares
    Change vs previous 13F +2,398 shares

    0.81% of the 13F portfolio, value $1,446,969.

    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 26,125 shares
    Change vs previous 13F +9,658 shares

    0.8% of the 13F portfolio, value $1,324,015.

    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 16,467 shares
    Change vs previous 13F -7,816 shares

    0.55% of the 13F portfolio, value $833,712.

    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 24,283 shares
    Change vs previous 13F -2,753 shares

    0.78% of the 13F portfolio, value $1,223,111.

    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 27,036 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,371,823.

    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).