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Aspire Wealth Management Corp: EFG position timeline

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

Aspire Wealth Management Corp held 11,051 EFG 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 11,051 shares
    Change vs previous 13F -965 shares

    0.64% of the 13F portfolio, value $1,189,606.

    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 12,016 shares
    Change vs previous 13F +4,869 shares

    0.7% of the 13F portfolio, value $1,229,209.

    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 7,147 shares
    Change vs previous 13F -4,503 shares

    0.45% of the 13F portfolio, value $741,792.

    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 11,650 shares
    Change vs previous 13F +64 shares

    0.77% of the 13F portfolio, value $1,128,307.

    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).

  5. period ended2023-09-30
    13F 11,586 shares
    Change vs previous 13F -2,026 shares

    0.76% of the 13F portfolio, value $999,879.

    13F-HR 0001398344-23-019922 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).

  6. period ended2023-06-30
    13F 13,612 shares
    Change vs previous 13F +465 shares

    0.98% of the 13F portfolio, value $1,298,729.

    13F-HR 0001398344-23-013593 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).

  7. period ended2023-03-31
    13F 13,147 shares
    Change vs previous 13F +3,823 shares

    1% of the 13F portfolio, value $1,231,579.

    13F-HR 0001398344-23-008741 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).

  8. period ended2022-12-31
    13F 9,324 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $780,980.

    13F-HR 0001398344-23-002145 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).