Aspen Grove Capital, LLC INDA — ISHARES TR

Ownership history in Aspen Grove Capital, LLC  ·  11 quarters on record

AI Ownership Summary

Aspen Grove Capital, LLC reported ISHARES TR (INDA) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.48% in 2025 Q4. The latest visible filing shows INDA at 1.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspen Grove Capital, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INDA was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INDA stock page Aspen Grove Capital, LLC fund profile Aspen Grove Capital, LLC full holdings
How Aspen Grove Capital, LLC held INDA — position size vs. price
% of Fund (quarterly)    INDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 159,411 +1,212 +0.8% 1.45% $7.5M 2026-05-14 $48.36
2025 Q4 UNCHANGED — — — 158,199 — 0% 1.48% $8.6M 2026-02-17 $53.27
2025 Q3 ADDED — — — 158,199 +59,504 +60.3% 1.39% $8.2M 2025-11-14 $54.62
2025 Q2 UNCHANGED — — — 98,695 — 0% 0.93% $5.5M 2025-08-14 $52.41
2025 Q1 UNCHANGED — — — 98,695 — 0% 0.98% $5.1M 2025-05-14 $53.97
2024 Q4 UNCHANGED — — — 98,695 — 0% 1.10% $5.2M 2025-02-14 $49.59
2024 Q3 ADDED — — — 98,695 +33,936 +52.4% 1.28% $5.8M 2024-11-13 $52.89
2024 Q2 REDUCED 25.5% +4.9% ❌ 64,759 -22,155 -25.5% 0.85% $3.6M 2024-08-14 $54.97
2024 Q1 ADDED — — — 86,914 +17,782 +25.7% 1.27% $4.5M 2024-05-15 $51.95
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INDA

As of 2026 Q2 — sorted by position size

Nipun Capital, L.P. 38.29% Union Bancaire Privee, UBP SA 6.14% Connective Portfolio Management, LLC 3Y 4.1% Millburn Ridgefield LLC /DE/ 3Y 7Y 2.61% Catalyst Capital Advisors LLC 3Y 7Y 2.29% Ninety One North America, Inc. 3Y 7Y 1.58% PEAK FINANCIAL ADVISORS LLC 3Y 1.56% Randolph Co Inc 3Y 7Y 0.73% Royal Fund Management, LLC 3Y 0.69% IFM Investors Pty Ltd 3Y 7Y 0.63%

FAQ About Aspen Grove Capital, LLC and INDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspen Grove Capital, LLC reported owning INDA?

Aspen Grove Capital, LLC reported INDA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported INDA position in Aspen Grove Capital, LLC's portfolio?

The largest reported portfolio weight for INDA was 1.48% in 2025 Q4.

What is the latest reported INDA position on this page?

The most recent filing on this page is 2026 Q1, when Aspen Grove Capital, LLC reported 159,411 shares, equal to 1.45% of portfolio, with an estimated market value of $7.5M.

What does the chart on this INDA ownership page compare?

The chart compares Aspen Grove Capital, LLC's quarterly INDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aspen Grove Capital, LLC time their INDA position?

Based on 13F filing dates vs. subsequent INDA price moves, Aspen Grove Capital, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on INDA relative to SPY over the holding period was -17.1%.

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