Aspen Wealth Strategies, LLC: SVOL position timeline

Aspen Wealth Strategies, LLC held 0 SVOL shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -20,606 shares

   13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-06-30

   13F 20,606 shares

   Change vs previous 13F -17,010 shares

   0.23% of the 13F portfolio, value $378,942.

   13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 37,616 shares

   Change vs previous 13F -1,095 shares

   0.45% of the 13F portfolio, value $683,858.

   13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 38,711 shares

   Change vs previous 13F +16,529 shares

   0.51% of the 13F portfolio, value $804,796.

   13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 22,182 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $487,106.

   13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).