Aspen Investment Management Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 1541596 GRAND RAPIDS, MI

Position in WFC

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

Position Value

$887,388

+$24,575 QoQ

Shares Held

10,738

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,444

of 2,859 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. WFC ranks #4 (7.5% 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 This page	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	$887,388	10,738	-0.9%	Shares	Sole	2026-07-17
2026-03-31	$862,813	10,838	+0.9%	Shares	Sole	2026-04-15
2025-12-31	$1,000,781	10,738	0.0%	Shares	Sole	2026-02-06
2025-09-30	$900,059	10,738	0.0%	Shares	Sole	2025-11-12
2025-06-30	$860,328	10,738	+5.7%	Shares	Sole	2025-08-11
2025-03-31	$729,601	10,163	+7.2%	Shares	Sole	2025-05-20
2024-12-31	$665,594	9,476	-0.0%	Shares	Sole	2025-02-03
2024-09-30	$535,525	9,480	0.0%	Shares	Sole	2024-11-08
2024-06-30	$563,017	9,480	-1.0%	Shares	Sole	2024-07-26
2024-03-31	$555,256	9,580	0.0%	Shares	Sole	2024-04-26
2023-12-31	$471,527	9,580	0.0%	Shares	Sole	2024-02-09
2023-09-30	$391,438	9,580	0.0%	Shares	Sole	2023-11-01
2023-06-30	$408,874	9,580	0.0%	Shares	Sole	2023-07-28
2023-03-31	$358,100	9,580	-5.0%	Shares	Sole	2023-05-16
2022-12-31	$416,203	10,080	-0.1%	Shares	Sole	2023-02-06
2022-09-30	$405,860	10,091	0.0%	Shares	Sole	2022-11-09
2022-06-30	$395,264	10,091	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$493,855	10,191	-4.1%	Shares	Sole	2022-05-11
2021-12-31	$509,979	10,629	-0.1%	Shares	Sole	2022-01-26
2021-09-30	$493,709	10,638	+0.2%	Shares	Sole	2021-12-06
2021-06-30	$480,889	10,618	-1.0%	Shares	Sole	2021-08-04
2021-03-31	$418,908	10,722	-1.0%	Shares	Sole	2021-06-10
2020-12-31	$326,758	10,827	-6.8%	Shares	Sole	2021-01-25
2020-09-30	$273,045	11,614	-54.6%	Shares	Sole	2020-11-30
2020-06-30	$655,539	25,607	-0.6%	Shares	Sole	2020-08-06
2020-03-31	$739,369	25,762	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.