Aspen Wealth Strategies, LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Wealth Strategies, LLC on KR, newest first. How the timeline and the estimate are built.
Aspen Wealth Strategies, LLC held 9,884 KR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 9,884 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $548,859.
13F-HR 0001951757-26-001137 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 ended2026-03-3113F 9,884 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $715,206.
13F-HR 0001951757-26-000805 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 ended2025-12-3113F 9,884 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $617,552.
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).
- period ended2025-09-3013F 9,884 sharesChange vs previous 13F 0 shares
0.37% of the 13F portfolio, value $666,280.
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 9,884 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $708,979.
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 9,884 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $669,048.
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 9,884 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $604,407.
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).
- period ended2024-09-3013F 9,884 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $566,353.
13F-HR 0001951757-24-001130 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).