Aspen Investment Management Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aspen Investment Management Inc opened 124 positions, added to 540, reduced 753 and sold out of 102.
- Q2 2026: Stock MRVL; Country of operation United States; Class COM; Shares before 8,493.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 20,793.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 33,767.
- Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 3,249.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1541596), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | United States | $0.000B | 270 |
| Verde Servicos Internacionais S.A. | Brazil | $0.000B | 50 |
| Ceeto Capital Group, LLC | United States | $0.000B | 164 |
| WealthBridge Investment Counsel Inc. | Canada | $0.000B | 42 |
| Athos Capital Ltd | Hong Kong | $0.000B | 44 |
| Select Asset Management & Trust | United States | $0.000B | 93 |
| HAZLETT, BURT & WATSON, INC. | United States | $0.000B | 14,170 |
| BCR Wealth Strategies, LLC | United States | $0.000B | 36 |
| Neumann Advisory Hong Kong Ltd | Hong Kong | $0.000B | 6 |
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | Australia | $0.000B | 2 |