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Aspen Wealth Strategies, LLC: XMHQ position timeline

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

Aspen Wealth Strategies, LLC held 53,417 XMHQ 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 53,417 shares
    Change vs previous 13F +1,374 shares

    2.92% of the 13F portfolio, value $6,029,728.

    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 52,043 shares
    Change vs previous 13F +296 shares

    2.89% of the 13F portfolio, value $5,379,639.

    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 51,747 shares
    Change vs previous 13F -4,505 shares

    2.9% of the 13F portfolio, value $5,299,964.

    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 56,252 shares
    Change vs previous 13F -1,377 shares

    3.31% of the 13F portfolio, value $5,904,200.

    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 57,629 shares
    Change vs previous 13F +1,083 shares

    3.41% of the 13F portfolio, value $5,661,488.

    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 56,546 shares
    Change vs previous 13F -29,598 shares

    3.39% of the 13F portfolio, value $5,175,636.

    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 86,144 shares
    Change vs previous 13F +5,621 shares

    5.43% of the 13F portfolio, value $8,482,576.

    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 80,523 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $8,260,060.

    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).