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Aspire Wealth Management Corp: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspire Wealth Management Corp on CGMU, newest first. How the timeline and the estimate are built.

Aspire Wealth Management Corp held 20,095 CGMU shares at 2024-09-30 per its 13F-HR filed 2024-10-31.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,095 shares
    Change vs previous 13F -2,983 shares

    0.3% of the 13F portfolio, value $551,809.

    13F-HR 0001398344-24-019719 filed by Aspire Wealth Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 23,078 shares
    Change vs previous 13F +6,785 shares

    0.35% of the 13F portfolio, value $619,644.

    13F-HR 0001398344-24-014366 filed by Aspire Wealth Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 16,293 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $440,074.

    13F-HR 0001398344-24-008197 filed by Aspire Wealth Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 16,293 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $441,214.

    13F-HR 0001398344-24-000820 filed by Aspire Wealth Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).