Aspen Investment Management Inc quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Aspen Investment Management Inc opened 2 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was TSM (+$445); the largest decrease was NVS (+$15).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 3,736; Shares 2026-06-30 3,736.
Two Form 13F-HR filings compared (SEC CIK 1541596): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-17). 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; share change is the position change.
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 |