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Disclosery

Aspire Wealth Management Corp: EFV position timeline

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

Aspire Wealth Management Corp held 22,669 EFV 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 22,669 shares
    Change vs previous 13F +12,898 shares

    0.7% of the 13F portfolio, value $1,304,152.

    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 9,771 shares
    Change vs previous 13F -4,024 shares

    0.3% of the 13F portfolio, value $518,258.

    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 13,795 shares
    Change vs previous 13F -11,337 shares

    0.45% of the 13F portfolio, value $750,458.

    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 25,132 shares
    Change vs previous 13F +144 shares

    0.89% of the 13F portfolio, value $1,309,387.

    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 24,988 shares
    Change vs previous 13F +7,435 shares

    0.93% of the 13F portfolio, value $1,222,684.

    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 17,553 shares
    Change vs previous 13F +792 shares

    0.65% of the 13F portfolio, value $859,065.

    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 16,761 shares
    Change vs previous 13F -6,798 shares

    0.66% of the 13F portfolio, value $813,410.

    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 23,559 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,080,883.

    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).