Stephen P. Funk and Alta Investments LLC filed a Schedule 13G with the SEC on November 5, 2026, disclosing beneficial ownership of common stock in Aspire-Lakewood Holdings, Inc. as of an October 6, 2026 triggering event.

Key Highlights

  • Combined beneficial ownership: Stephen P. Funk beneficially owns 91,570 shares of Aspire-Lakewood Holdings common stock, representing 5.8% of the class.
  • Alta Investments LLC holding: Alta Investments LLC holds 74,345 shares, representing 4.7% of the class, with sole voting and dispositive power.
  • Direct personal holding: Funk individually owns 17,225 shares of common stock separate from Alta's position.
  • Shares outstanding: The percent-of-class calculations are based on 1,573,263 shares issued and outstanding, as provided by the issuer's Chief Financial Officer.
  • Control relationship: Funk is the sole member and manager of Alta Investments LLC, a Connecticut-organized entity, giving him sole voting and dispositive power over shares held by Alta.
  • Triggering event date: The event requiring this filing occurred on October 6, 2026.

Funk and Alta Investments Disclose Positions in Aspire-Lakewood Holdings

According to the Schedule 13G filing, Stephen P. Funk and Alta Investments LLC jointly reported their beneficial ownership of common stock in Aspire-Lakewood Holdings, Inc. (CUSIP: 738920305), whose principal executive offices are located at 23150 Fashion Drive, Suite 232, Estero, Florida 33928. The filing was signed and dated November 5, 2026, with the reporting persons maintaining a principal business office at 1669 Thomaston Ave, Waterbury, CT 06704.

The filing discloses that Funk's aggregate beneficial ownership of 91,570 shares combines 74,345 shares held through Alta Investments LLC and 17,225 shares held directly by Funk himself. Because Funk is the sole member and manager of Alta, the filing states he "has sole voting power and dispositive power over the securities of the Issuer held by Alta." Alta's standalone reported position of 74,345 shares represents 4.7% of the class on its own. No shared voting or dispositive power is reported by either reporting person.

The filing's Item 10 certification states that the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." The percent-of-class figures are based on 1,573,263 shares of common stock issued and outstanding as of the filing date, a figure the filing attributes to the issuer's Chief Financial Officer. The filing does not disclose transaction prices or acquisition dates for the reported shares.

What Was Disclosed

Stephen P. Funk and Alta Investments LLC filed a Schedule 13G reporting combined beneficial ownership of 91,570 shares, or 5.8%, of Aspire-Lakewood Holdings common stock, based on 1,573,263 total shares outstanding as confirmed by the company's CFO.