Aspen Wealth Strategies, LLC: MSFT position timeline

Aspen Wealth Strategies, LLC held 6,811 MSFT 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 6,811 shares

   Change vs previous 13F +299 shares

   1.23% of the 13F portfolio, value $2,540,494.

   13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,512 shares

   Change vs previous 13F +180 shares

   1.3% of the 13F portfolio, value $2,410,594.

   13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,332 shares

   Change vs previous 13F -3 shares

   1.68% of the 13F portfolio, value $3,062,270.

   13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,335 shares

   Change vs previous 13F +40 shares

   1.84% of the 13F portfolio, value $3,281,135.

   13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,295 shares

   Change vs previous 13F -621 shares

   1.89% of the 13F portfolio, value $3,131,066.

   13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,916 shares

   Change vs previous 13F -188 shares

   1.7% of the 13F portfolio, value $2,596,055.

   13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 7,104 shares

   Change vs previous 13F +46 shares

   1.92% of the 13F portfolio, value $2,994,537.

   13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 7,058 shares

   Change vs previous 13F not available

   1.96% of the 13F portfolio, value $3,037,210.

   13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).