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Aspen Wealth Strategies, LLC: VTV position timeline

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

Aspen Wealth Strategies, LLC held 110,634 VTV 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 110,634 shares
    Change vs previous 13F +2,120 shares

    11.67% of the 13F portfolio, value $24,110,453.

    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 108,514 shares
    Change vs previous 13F +1,165 shares

    11.44% of the 13F portfolio, value $21,290,474.

    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 107,349 shares
    Change vs previous 13F +5,809 shares

    11.22% of the 13F portfolio, value $20,502,591.

    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 101,540 shares
    Change vs previous 13F +1,176 shares

    10.6% of the 13F portfolio, value $18,936,287.

    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 100,364 shares
    Change vs previous 13F +1,371 shares

    10.69% of the 13F portfolio, value $17,738,417.

    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 98,993 shares
    Change vs previous 13F +6,830 shares

    11.21% of the 13F portfolio, value $17,100,120.

    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 92,163 shares
    Change vs previous 13F -3,679 shares

    9.98% of the 13F portfolio, value $15,603,181.

    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 95,842 shares
    Change vs previous 13F not available

    10.78% of the 13F portfolio, value $16,731,121.

    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).