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Aspen Wealth Strategies, LLC: SUB position timeline

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

Aspen Wealth Strategies, LLC held 5,091 SUB 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 5,091 shares
    Change vs previous 13F -959 shares

    0.26% of the 13F portfolio, value $542,088.

    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 6,050 shares
    Change vs previous 13F +40 shares

    0.35% of the 13F portfolio, value $644,375.

    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 6,010 shares
    Change vs previous 13F -120 shares

    0.35% of the 13F portfolio, value $641,317.

    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 6,130 shares
    Change vs previous 13F +178 shares

    0.37% of the 13F portfolio, value $654,611.

    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 5,952 shares
    Change vs previous 13F +1,074 shares

    0.38% of the 13F portfolio, value $632,985.

    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 4,878 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $515,139.

    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 4,878 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $514,494.

    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 4,877 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $517,852.

    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).