Aspen Wealth Strategies, LLC: KCE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Wealth Strategies, LLC on KCE, newest first. How the timeline and the estimate are built.
Aspen Wealth Strategies, LLC held 0 KCE shares at 2025-12-31 per its 13F-HR filed 2026-01-28.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -14,107 shares
13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 14,107 sharesChange vs previous 13F +81 shares
1.21% of the 13F portfolio, value $2,156,181.
13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,026 sharesChange vs previous 13F +1,589 shares
1.23% of the 13F portfolio, value $2,032,745.
13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,437 sharesChange vs previous 13F +1,491 shares
1.03% of the 13F portfolio, value $1,569,139.
13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,946 sharesChange vs previous 13F not available
0.96% of the 13F portfolio, value $1,507,223.
13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).