Question 1

What stocks does ASPEN PRIVATE ADVISORS LLC hold in its portfolio?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's top stock holdings include AVUS, DFAX, USMV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASPEN PRIVATE ADVISORS LLC's largest stock holdings?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's largest stock holdings as of their last filing include AVUS (valued at approximately $35.4 million), DFAX (valued at approximately $28.2 million), USMV (valued at approximately $17.0 million), DUHP (valued at approximately $14.7 million), JAAA (valued at approximately $3.4 million).

Question 3

When was ASPEN PRIVATE ADVISORS LLC's last SEC filing?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASPEN PRIVATE ADVISORS LLC recently bought or sold?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASPEN PRIVATE ADVISORS LLC reported?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASPEN PRIVATE ADVISORS LLC invest in?

Accepted Answer

ASPEN PRIVATE ADVISORS LLC's portfolio includes Fund securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.