Aspen Investment Management Inc

Position in BNY — Bank of New York Mellon Corp

CIK 1541596 GRAND RAPIDS, MI

Position in BNY

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

Position Value

$1,516,525

+$283,129 QoQ

Shares Held

10,487

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#785

of 1,868 holders

Holding Since

Dec 2023

11 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. BNY ranks #3 (12.8% 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/	34,239	$1,950,938
3	BNY	Bank of New York Mellon Corp This page	10,487	$1,516,525
4	WFC	Wells Fargo & Company/Mn	10,738	$887,388
5	C	Citigroup Inc	5,465	$764,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,516,525	10,487	+0.9%	Shares	Sole	2026-07-17
2026-03-31	$1,233,396	10,397	-0.8%	Shares	Sole	2026-04-15
2025-12-31	$1,216,855	10,482	-1.0%	Shares	Sole	2026-02-06
2025-09-30	$1,154,213	10,593	-10.1%	Shares	Sole	2025-11-12
2025-06-30	$1,073,549	11,783	-1.3%	Shares	Sole	2025-08-11
2025-03-31	$1,001,743	11,944	+1.7%	Shares	Sole	2025-05-20
2024-12-31	$902,752	11,750	+1.4%	Shares	Sole	2025-02-03
2024-09-30	$832,857	11,590	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$692,328	11,560	+41.5%	Shares	Sole	2024-07-26
2024-03-31	$470,755	8,170	+64.9%	Shares	Sole	2024-04-26
2023-12-31	$257,907	4,955	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.