Aspen Investment Management Inc

Position in BAC — Bank Of America Corp /De/

CIK 1541596 GRAND RAPIDS, MI

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,950,938

+$261,605 QoQ

Shares Held

34,239

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#1,478

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Investment Management Inc holds $11,843,090 across 5 Banks - Diversified names. BAC ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,540	$6,723,358
2	BAC	Bank Of America Corp /De/ This page	34,239	$1,950,938
3	BNY	Bank of New York Mellon Corp	10,487	$1,516,525
4	WFC	Wells Fargo & Company/Mn	10,738	$887,388
5	C	Citigroup Inc	5,465	$764,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,950,938	34,239	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$1,689,333	34,653	+8.7%	Shares	Sole	2026-04-15
2025-12-31	$1,752,960	31,872	-3.9%	Shares	Sole	2026-02-06
2025-09-30	$1,711,291	33,171	-4.2%	Shares	Sole	2025-11-12
2025-06-30	$1,638,218	34,620	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$1,448,865	34,720	+1.1%	Shares	Sole	2025-05-20
2024-12-31	$1,509,682	34,350	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,363,008	34,350	-1.6%	Shares	Sole	2024-11-08
2024-06-30	$1,388,887	34,923	-1.8%	Shares	Sole	2024-07-26
2024-03-31	$1,348,131	35,552	-1.1%	Shares	Sole	2024-04-26
2023-12-31	$1,210,503	35,952	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$985,844	36,006	+5.3%	Shares	Sole	2023-11-01
2023-06-30	$980,652	34,181	+0.1%	Shares	Sole	2023-07-28
2023-03-31	$977,004	34,161	-3.1%	Shares	Sole	2023-05-16
2022-12-31	$1,167,181	35,241	-3.1%	Shares	Sole	2023-02-06
2022-09-30	$1,098,857	36,386	-2.2%	Shares	Sole	2022-11-09
2022-06-30	$1,157,600	37,186	-12.6%	Shares	Sole	2022-08-15
2022-03-31	$1,754,364	42,561	+7.2%	Shares	Sole	2022-05-11
2021-12-31	$1,766,564	39,707	+2.5%	Shares	Sole	2022-01-26
2021-09-30	$1,644,173	38,732	+3.9%	Shares	Sole	2021-12-06
2021-06-30	$1,536,765	37,273	-0.1%	Shares	Sole	2021-08-04
2021-03-31	$1,443,098	37,299	+2.5%	Shares	Sole	2021-06-10
2020-12-31	$1,102,435	36,372	+6.6%	Shares	Sole	2021-01-25
2020-09-30	$822,023	34,123	+2.3%	Shares	Sole	2020-11-30
2020-06-30	$792,371	33,363	-1.5%	Shares	Sole	2020-08-06
2020-03-31	$719,442	33,888	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.