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Aspen Wealth Management LLCETFConcentrated long-term

CIK: 0001895252 | FORT WORTH, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR134$627.2M2026-10-14SEC ↗
Q2 2026
13F-HR132$588.7M2026-07-31SEC ↗
Q1 2026
13F-HR124$501.2M2026-04-01SEC ↗
Q4 2025
13F-HR118$476.2M2026-01-05SEC ↗
Q3 2025
13F-HR107$450.4M2025-10-02SEC ↗
Q2 2025
13F-HR88$403.1M2025-07-02SEC ↗
Q1 2025
13F-HR86$353.4M2025-04-23SEC ↗
Q4 2024
13F-HR86$337.4M2025-01-15SEC ↗
Q3 2024
13F-HR89$329.4M2024-10-08SEC ↗
Q2 2024
13F-HR83$289.2M2024-07-10SEC ↗
Q1 2024
13F-HR73$259.0M2024-04-17SEC ↗
Q4 2023
13F-HR74$223.2M2024-01-16SEC ↗
Q3 2023
13F-HR66$193.3M2023-10-30SEC ↗
Q2 2023
13F-HR67$197.8M2023-08-04SEC ↗
Q1 2023
13F-HR72$192.4M2023-04-18SEC ↗
Q4 2022
13F-HR69$167.6M2023-02-14SEC ↗
Q3 2022
13F-HR58$1.6M2022-10-11SEC ↗
Q2 2022
13F-HR59$1.5M2022-07-26SEC ↗
Q1 2022
13F-HR60$1.8M2022-04-27SEC ↗
Q4 2021
13F-HR57$1.7M2022-01-26SEC ↗