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Disclosery

Aspen Wealth Strategies, LLC: SCHO position timeline

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

Aspen Wealth Strategies, LLC held 0 SCHO shares at 2025-03-31 per its 13F-HR filed 2025-04-30.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -230,076 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 230,076 shares
    Change vs previous 13F +121,721 shares

    3.54% of the 13F portfolio, value $5,535,633.

    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).

  3. period ended2024-09-30
    13F 108,355 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $5,307,233.

    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).