Aspen Wealth Strategies, LLC: VBR position timeline

Aspen Wealth Strategies, LLC held 18,638 VBR 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 18,638 shares

   Change vs previous 13F +342 shares

   2.19% of the 13F portfolio, value $4,528,758.

   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).

2. period ended2026-03-31

   13F 18,296 shares

   Change vs previous 13F +180 shares

   2.14% of the 13F portfolio, value $3,974,777.

   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 18,116 shares

   Change vs previous 13F +1,087 shares

   2.1% of the 13F portfolio, value $3,836,729.

   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 17,029 shares

   Change vs previous 13F +336 shares

   1.99% of the 13F portfolio, value $3,554,088.

   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 16,693 shares

   Change vs previous 13F not available

   1.96% of the 13F portfolio, value $3,255,339.

   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).