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Aspen Wealth Strategies, LLC: SPYM position timeline

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

Aspen Wealth Strategies, LLC held 35,468 SPYM 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 35,468 shares
    Change vs previous 13F +2,919 shares

    1.51% of the 13F portfolio, value $3,116,966.

    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 32,549 shares
    Change vs previous 13F +2,237 shares

    1.34% of the 13F portfolio, value $2,491,309.

    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 30,312 shares
    Change vs previous 13F +27,554 shares

    1.33% of the 13F portfolio, value $2,431,635.

    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 2,758 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $216,039.

    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).