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Aspetuck Financial Management LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspetuck Financial Management LLC on USFR, newest first. How the timeline and the estimate are built.

Aspetuck Financial Management LLC held 45,255 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,255 shares
    Change vs previous 13F -1,305 shares

    1.34% of the 13F portfolio, value $2,278,589.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management 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 46,560 shares
    Change vs previous 13F -8,196 shares

    1.61% of the 13F portfolio, value $2,343,830.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management 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 54,756 shares
    Change vs previous 13F -13,913 shares

    1.85% of the 13F portfolio, value $2,755,321.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 68,669 shares
    Change vs previous 13F -5,536 shares

    2.36% of the 13F portfolio, value $3,451,991.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 74,205 shares
    Change vs previous 13F -4,111 shares

    2.81% of the 13F portfolio, value $3,733,254.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 78,316 shares
    Change vs previous 13F -2,861 shares

    3.39% of the 13F portfolio, value $3,941,644.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 81,177 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $4,084,827.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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