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Aspen Wealth Strategies, LLC: SCHG position timeline

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

Aspen Wealth Strategies, LLC held 518,026 SCHG 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 518,026 shares
    Change vs previous 13F +14,356 shares

    8.48% of the 13F portfolio, value $17,530,001.

    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 503,670 shares
    Change vs previous 13F +15,464 shares

    7.88% of the 13F portfolio, value $14,671,901.

    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 488,206 shares
    Change vs previous 13F -140,558 shares

    8.71% of the 13F portfolio, value $15,925,290.

    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 628,764 shares
    Change vs previous 13F -18,280 shares

    11.23% of the 13F portfolio, value $20,063,864.

    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 647,044 shares
    Change vs previous 13F -1,749 shares

    11.4% of the 13F portfolio, value $18,900,157.

    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 648,793 shares
    Change vs previous 13F -80,756 shares

    10.65% of the 13F portfolio, value $16,245,788.

    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 729,549 shares
    Change vs previous 13F +534,471 shares

    13% of the 13F portfolio, value $20,332,541.

    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 195,078 shares
    Change vs previous 13F not available

    13.09% of the 13F portfolio, value $20,323,254.

    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).