Aspen Investment Management Inc

Position in C — Citigroup Inc

CIK 1541596 GRAND RAPIDS, MI

Position in C

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

Position Value

$764,881

+$215,523 QoQ

Shares Held

5,465

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,487

of 2,621 holders

Holding Since

Mar 2020

22 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. C ranks #5 (6.5% 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/	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 This page	5,465	$764,881

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,881	5,465	+12.8%	Shares	Sole	2026-07-17
2026-03-31	$549,358	4,844	+29.6%	Shares	Sole	2026-04-15
2025-12-31	$436,303	3,739	0.0%	Shares	Sole	2026-02-06
2025-09-30	$379,508	3,739	0.0%	Shares	Sole	2025-11-12
2025-06-30	$318,263	3,739	-7.4%	Shares	Sole	2025-08-11
2025-03-31	$286,728	4,039	+39.8%	Shares	Sole	2025-05-20
2024-12-31	$203,356	2,889	-9.4%	Shares	Sole	2025-02-03
2024-06-30	$202,373	3,189	0.0%	Shares	Sole	2024-07-26
2024-03-31	$201,672	3,189	-26.9%	Shares	Sole	2024-04-26
2023-06-30	$200,780	4,361	0.0%	Shares	Sole	2023-07-28
2023-03-31	$204,487	4,361	-32.1%	Shares	Sole	2023-05-16
2022-09-30	$267,563	6,421	-7.2%	Shares	Sole	2022-11-09
2022-06-30	$318,296	6,921	-4.3%	Shares	Sole	2022-08-15
2022-03-31	$386,135	7,231	-0.7%	Shares	Sole	2022-05-11
2021-12-31	$439,699	7,281	-4.5%	Shares	Sole	2022-01-26
2021-09-30	$534,841	7,621	-1.9%	Shares	Sole	2021-12-06
2021-06-30	$549,798	7,771	0.0%	Shares	Sole	2021-08-04
2021-03-31	$565,340	7,771	-0.2%	Shares	Sole	2021-06-10
2020-12-31	$479,899	7,783	-8.1%	Shares	Sole	2021-01-25
2020-09-30	$364,926	8,465	-2.3%	Shares	Sole	2020-11-30
2020-06-30	$442,730	8,664	-2.0%	Shares	Sole	2020-08-06
2020-03-31	$372,467	8,843	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.