Aspen Investment Management Inc
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 326,524
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 171 | 326,524 | 13F-HR | Aspen Investment Management Inc |
| Q4 2025 | 2/6/2026 | 177 | 331,761 | 13F-HR | Aspen Investment Management Inc |
| Q3 2025 | 11/12/2025 | 149 | 258,810 | 13F-HR | Aspen Investment Management Inc |
| Q2 2025 | 8/11/2025 | 147 | 237,769 | 13F-HR | Aspen Investment Management Inc |
| Q2 2014 | 8/11/2014 | 135 | 163,754 | 13F-HR | Aspen Investment Management Inc |
| Q1 2014 | 5/1/2014 | 122 | 156,806 | 13F-HR | Aspen Investment Management Inc |
| Q4 2013 | 1/27/2014 | 126 | 149,932 | 13F-HR | Aspen Investment Management Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.3 K | 48.5% | 0 | 115.3 K | -115.3 K |
| ETFs | 165 K | 50.5% | 110.6 K | 0 | 110.6 K |
| Debt | 3.28 K | 1.0% | 0 | 131 | -131 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
326,524
Holdings
171
QoQ value change ($000)
-5,237
(-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.