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Aspen Wealth Strategies, LLC: SMLF position timeline

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

Aspen Wealth Strategies, LLC held 75,838 SMLF 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 75,838 shares
    Change vs previous 13F +1,253 shares

    3.27% of the 13F portfolio, value $6,760,188.

    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 74,585 shares
    Change vs previous 13F +202 shares

    3.03% of the 13F portfolio, value $5,630,389.

    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 74,383 shares
    Change vs previous 13F +5,502 shares

    3.05% of the 13F portfolio, value $5,569,785.

    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 68,881 shares
    Change vs previous 13F +2,010 shares

    2.87% of the 13F portfolio, value $5,121,305.

    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 66,871 shares
    Change vs previous 13F +1,671 shares

    2.74% of the 13F portfolio, value $4,543,891.

    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 65,200 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $4,052,827.

    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).