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PlanVest Financial, Inc

Position in ASPN — Aspen Aerogels Inc

CIK 2135239 GAITHERSBURG, MD

Position in ASPN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,617
+$2,587 QoQ
Shares Held
886
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 178 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASPN Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

PlanVest Financial, Inc holds $119,230 across 8 Specialty Chemicals names. ASPN ranks #4 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ASPN
Aspen Aerogels Inc
This page
886 $5,617

All Filings in ASPN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,617 886
2026-03-31 $3,030 886