Aspen Wealth Strategies, LLC: T position timeline

Aspen Wealth Strategies, LLC held 0 T 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 0 shares

   Change vs previous 13F -10,593 shares

   13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 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 ended2026-03-31

   13F 10,593 shares

   Change vs previous 13F -999 shares

   0.16% of the 13F portfolio, value $307,079.

   13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,592 shares

   Change vs previous 13F -205 shares

   0.16% of the 13F portfolio, value $287,953.

   13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,797 shares

   Change vs previous 13F -9 shares

   0.19% of the 13F portfolio, value $333,147.

   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).

5. period ended2025-06-30

   13F 11,806 shares

   Change vs previous 13F +463 shares

   0.21% of the 13F portfolio, value $341,660.

   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).

6. period ended2025-03-31

   13F 11,343 shares

   Change vs previous 13F -684 shares

   0.21% of the 13F portfolio, value $320,770.

   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).

7. period ended2024-12-31

   13F 12,027 shares

   Change vs previous 13F -128 shares

   0.18% of the 13F portfolio, value $273,862.

   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).

8. period ended2024-09-30

   13F 12,155 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $267,408.

   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).