Position in PB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,022,420
-$321,180 QoQ
Shares Held
14,000
-30.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#198
of 451 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PB 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. PB ranks #2 (26.7% of the industry book) .
All Filings in PB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,420 | 14,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,343,600 | 20,000 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,382,200 | 20,000 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,924,150 | 29,000 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $2,107,200 | 30,000 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,141,100 | 30,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,335,850 | 31,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,234,170 | 31,000 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||