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CIK 0001895252 • 4 13F filings • Jan 5, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("aspen-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001895252-25-000012 |
| $450.4M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001895252-26-000007 | $588.7M | View |
| Jul 2, 2025 | Q2 2025 | 13F-HR | 0001895252-25-000009 | $403.1M | View |
| Apr 1, 2026 | Q1 2026 | 13F-HR | 0001895252-26-000004 | $501.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001895252-25-000007 | $353.4M | View |