Position in CFR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,919,447
+$220,204 QoQ
Shares Held
12,422
+0.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
#195
of 566 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aspen Wealth Management LLC holds $3,830,124 across 4 Banks - Regional names. CFR ranks #1 (50.1% of the industry book) .
All Filings in CFR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,919,447 | 12,422 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,699,243 | 12,396 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $467,771 | 3,694 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $479,444 | 3,782 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $482,282 | 3,752 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $472,004 | 3,770 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $495,785 | 3,693 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $410,302 | 3,668 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $734,073 | 7,223 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $966,300 | 8,584 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $931,278 | 8,584 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $600,526 | 6,584 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $707,977 | 6,584 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $693,558 | 6,584 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $880,280 | 6,584 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $870,536 | 6,584 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $766,706 | 6,584 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $911,291 | 6,584 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $830,044 | 6,584 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||