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Aspen Investment Management Inc Historic Quarter Change: USA Stocks, Added, 2025 Q3

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.

  • Q3 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 10,051.
  • Q3 2025: Stock GLW; Country of operation United States; Class COM; Shares before 25,214.
  • Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 16,511.
  • Q3 2025: Stock GS; Country of operation United States; Class COM; Shares before 5,923.

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A10,05111,526+1,475$1,771$2,802+$1,0312025-11-12
Q3 2025GLW
CORNING INC
United StatesCOM25,21427,203+1,989$1,326$2,231+$9052025-11-12
Q3 2025MSFT
MICROSOFT CORP
United StatesCOM16,51117,067+556$8,213$8,840+$6272025-11-12
Q3 2025GS
GOLDMAN SACHS GROUP INC
United StatesCOM5,9236,037+114$4,192$4,808+$6162025-11-12
Q3 2025JPM
JPMORGAN CHASE & CO.
United StatesCOM17,89818,316+418$5,189$5,777+$5882025-11-12
Q3 2025ABBV
ABBVIE INC
United StatesCOM4,8235,730+907$895$1,327+$4322025-11-12
Q3 2025FICO
FAIR ISAAC CORP
United StatesCOM1,2971,337+40$2,371$2,001-$3702025-11-12
Q3 2025AMZN
AMAZON COM INC
United StatesCOM12,95414,573+1,619$2,842$3,200+$3582025-11-12
Q3 2025JNJ
JOHNSON & JOHNSON
United StatesCOM9,3149,570+256$1,423$1,775+$3522025-11-12
Q3 2025GOOG
ALPHABET INC
United StatesCAP STK CL C3,6363,881+245$645$945+$3002025-11-12
Q3 2025NVDA
NVIDIA CORPORATION
United StatesCOM4,8195,310+491$761$991+$2302025-11-12
Q3 2025PWR
QUANTA SVCS INC
United StatesCOM3,3973,518+121$1,284$1,458+$1742025-11-12
Q3 2025LLY
ELI LILLY & CO
United StatesCOM1,0171,267+250$793$967+$1742025-11-12
Q3 2025ICE
INTERCONTINENTAL EXCHANGE IN
United StatesCOM13,11913,341+222$2,407$2,248-$1592025-11-12
Q3 2025CSX
CSX CORP
United StatesCOM48,18248,183+1$1,572$1,711+$1392025-11-12
Q3 2025AVGO
BROADCOM INC
United StatesCOM2,0122,052+40$555$677+$1222025-11-12
Q3 2025CVX
CHEVRON CORP NEW
United StatesCOM9,9329,938+6$1,422$1,543+$1212025-11-12
Q3 2025XOMXXXX
EXXON MOBIL CORP
COM14,74815,109+361$1,590$1,703+$1132025-11-12
Q3 2025AXP
AMERICAN EXPRESS CO
United StatesCOM3,6783,857+179$1,173$1,281+$1082025-11-12
Q3 2025ETN
EATON CORP PLC
SHS3,4643,579+115$1,237$1,339+$1022025-11-12
Q3 2025SYK
STRYKER CORPORATION
United StatesCOM5,1275,220+93$2,028$1,930-$982025-11-12
Q3 2025MRVL
MARVELL TECHNOLOGY INC
United StatesCOM7,4957,836+341$580$659+$792025-11-12
Q3 2025AMGN
AMGEN INC
United StatesCOM5,5155,709+194$1,540$1,611+$712025-11-12
Q3 2025AIG
AMERICAN INTL GROUP INC
United StatesCOM NEW7,1207,124+4$609$559-$502025-11-12
Q3 2025TT
TRANE TECHNOLOGIES PLC
SHS5,1275,222+95$2,243$2,203-$402025-11-12
Q3 2025WMB
WILLIAMS COS INC
United StatesCOM21,97422,354+380$1,380$1,416+$362025-11-12
Q3 2025BSX
BOSTON SCIENTIFIC CORP
United StatesCOM10,47411,214+740$1,125$1,095-$302025-11-12
Q3 2025CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A9401,037+97$479$509+$302025-11-12
Q3 2025WM
WASTE MGMT INC DEL
United StatesCOM8,5328,714+182$1,952$1,924-$282025-11-12
Q3 2025PG
PROCTER AND GAMBLE CO
United StatesCOM7,3577,460+103$1,172$1,146-$262025-11-12
Q3 2025CSCO
CISCO SYS INC
United StatesCOM21,05721,308+251$1,461$1,458-$32025-11-12
Q3 2025IRM
IRON MTN INC DEL
United StatesCOM4,5354,539+4$465$463-$22025-11-12

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