Aspen Investment Management Inc

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$214M
Signature - Title
William Alphenaar - PRESIDENT
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by Aspen Investment Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aspen Investment Management Inc reported 147 stock holdings with total value $214M as of Q3 2024. Top holdings included SPY, RSP, IWM, MSFT, and IGIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 147 $214M +$8.78M -$7.44M +$1.34M SPY, RSP, IWM, MSFT, IGIB 13F-HR 11/8/2024, 11:21 AM
Q2 2024 148 $200M +$11.9M -$9.3M +$2.62M SPY, RSP, MSFT, IWM, IGIB 13F-HR 7/26/2024, 10:44 AM
Q1 2024 153 $197M +$16.1M -$9.19M +$6.9M SPY, MSFT, RSP, IWM, IEFA 13F-HR 4/26/2024, 01:09 PM
Q4 2023 139 $179M +$19.3M -$20.3M -$995K SPY, MSFT, RSP, IWM, IEFA 13F-HR 2/9/2024, 11:54 AM
Q3 2023 137 $165M +$12.9M -$11M +$1.91M SPY, MSFT, RSP, BSCO, BSCN 13F-HR 11/1/2023, 11:41 AM
Q2 2023 138 $168M +$13.1M -$6.69M +$6.39M SPY, BSCN, MSFT, BSCO, RSP 13F-HR 7/28/2023, 10:37 AM
Q1 2023 128 $156M +$10.6M -$9.29M +$1.28M SPY, BSCN, BSCO, RSP, IEFA 13F-HR 5/16/2023, 02:29 PM
Q4 2022 125 $153M +$7.95M -$16M -$8.08M SPY, BSCN, BSCO, FTSL, IWM 13F-HR 2/6/2023, 04:21 PM
Q3 2022 128 $150M +$7.99M -$10.1M -$2.09M SPY, BSCN, FTSL, MSFT, BSCO 13F-HR 11/9/2022, 10:37 AM
Q2 2022 137 $160M +$11M -$15.7M -$4.66M SPY, BSCN, FTSL, MSFT, IWM 13F-HR 8/15/2022, 10:08 AM
Q1 2022 143 $191M +$15.5M -$16.6M -$1.15M SPY, MSFT, BSCN, IWM, FPE 13F-HR 5/11/2022, 09:16 AM
Q4 2021 140 $203M +$12.1M -$8.95M +$3.14M SPY, MSFT, IWM, IEFA, FPE 13F-HR 1/26/2022, 11:12 AM
Q3 2021 138 $189M +$13.9M -$13.9M -$18.5K SPY, MSFT, IWM, IEFA, FPE 13F-HR 12/6/2021, 10:18 AM
Q2 2021 145 $191M +$10.9M -$7.64M +$3.23M SPY, MSFT, IWM, PYPL, IEFA 13F-HR 8/4/2021, 09:23 AM
Q1 2021 142 $179M +$17.8M -$16.5M +$1.33M SPY, IWM, MSFT, IEFA, PYPL 13F-HR 6/10/2021, 10:37 AM
Q4 2020 134 $169M +$13.9M -$9.88M +$4M SPY, MSFT, IWM, IEFA, PYPL 13F-HR 1/25/2021, 03:54 PM
Q3 2020 123 $150M +$10.2M -$6.28M +$3.96M SPY, MSFT, FPE, IWM, PYPL 13F-HR 11/30/2020, 03:45 PM
Q2 2020 117 $140M +$19.7M -$14.9M +$4.77M SPY, MSFT, FPE, IWM, FTSL 13F-HR 8/6/2020, 11:27 AM
Q1 2020 105 $115M +$13.3M -$31M -$17.7M SPY, FPE, AMZN, MSFT, FTSL 13F-HR 5/15/2020, 02:57 PM
Q4 2019 130 $160M +$6.77M -$5.11M +$1.66M SPY, RSP, IWM, FPE, FTSL 13F-HR 2/14/2020, 03:12 PM
Q3 2019 131 $150M +$1.88M -$4.91M -$3.03M SPY, RSP, IWM, FPE, FTSL 13F-HR 11/13/2019, 09:36 AM
Q2 2019 136 $152M +$6.8M -$2.79M +$4M SPY, RSP, IWM, FPE, FTSL 13F-HR 8/12/2019, 11:13 AM
Q1 2019 137 $143M +$7M -$2.19M +$4.81M SPY, RSP, IWM, FPE, FTSL 13F-HR 5/15/2019, 04:36 PM
Q4 2018 129 $125M +$7.12M -$17.3M -$10.2M SPY, RSP, IWM, FPE, FTSL 13F-HR 2/15/2019, 09:11 AM
Q3 2018 147 $151M +$6.12M -$4.6M +$1.51M SPY, IWM, RSP, BSCJ, FPE 13F-HR 11/13/2018, 09:27 AM
Q2 2018 148 $145M +$21.9M -$18.9M +$3.01M SPY, RSP, IWM, BSCJ, FPE 13F-HR 8/14/2018, 03:24 PM
Q1 2018 140 $139M +$11.6M -$10.1M +$1.48M SPY, RSP, IWM, FPE, BSCJ 13F-HR 5/16/2018, 10:36 AM
Q4 2017 140 $141M +$9.46M -$7.3M +$2.15M SPY, RSP, IGIB, IWM, SCHF 13F-HR 2/15/2018, 11:57 AM
Q3 2017 138 $135M +$6.38M -$8.9M -$2.52M SPY, IGIB, RSP, IWM, HYS 13F-HR 11/15/2017, 05:09 PM
Q2 2017 131 $133M +$6.35M -$11.4M -$5M SPY, XOM, IGIB, RSP, HYS 13F-HR 8/15/2017, 11:35 AM
Q1 2017 129 $135M +$15.7M -$17.7M -$2.04M SPY, XOM, IGIB, WM, RSP 13F-HR 5/3/2017, 05:14 PM
Q4 2016 130 $133M +$8.95M -$3.52M +$5.43M IOC, SPY, IGIB, WM, RSP 13F-HR 2/27/2017, 01:02 PM
Q3 2016 124 $126M +$2.07M -$2.35M -$279K IOC, SPY, IGIB, WM, HYS 13F-HR 11/8/2016, 11:07 AM
Q2 2016 126 $122M +$10.9M -$5.24M +$5.66M IOC, SPY, IGIB, WM, HYS 13F-HR 8/9/2016, 09:57 AM
Q1 2016 117 $109M +$13.1M -$5.16M +$7.97M SPY, IOC, IGIB, HYS, RSP 13F-HR 4/29/2016, 11:37 AM
Q4 2015 117 $101M +$4.37M -$9.22M -$4.85M IOC, IGIB, SPY, HYS, FTA 13F-HR 2/11/2016, 09:20 AM
Q3 2015 117 $102M +$4.42M -$5.85M -$1.43M IOC, IGIB, SPY, HYS, WM 13F-HR 11/13/2015, 01:34 PM
Q2 2015 122 $119M +$4.24M -$13.4M -$9.16M IOC, IGIB, HYS, SPY, WM 13F-HR 7/23/2015, 03:25 PM
Q1 2015 127 $125M +$11.6M -$6.13M +$5.49M IOC, SDY, IGIB, HYS, SPY 13F-HR 4/30/2015, 03:22 PM
Q4 2014 123 $119M +$7.38M -$9.22M -$1.84M IOC, SDY, IGIB, HYS, SPY 13F-HR 2/9/2015, 12:06 PM
Q3 2014 117 $120M +$2.15M -$42.7M -$40.5M IOC, SDY, IGIB, HYS, BKLN 13F-HR 10/20/2014, 03:15 PM
Q2 2014 135 $164M +$12.3M -$8.87M +$3.47M IOC, SDY, IGIB, HYS, BKLN 13F-HR 8/11/2014, 01:56 PM
Q1 2014 122 $157M +$6.55M -$3.58M +$2.97M IOC, SDY, IGIB, HYS, SPY 13F-HR 5/1/2014, 11:08 AM
Q4 2013 126 $150M $0 $0 IOC, SDY, SPY, HYS, BKLN 13F-HR 1/27/2014, 03:59 PM