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Aspire Wealth Management Corp: FNDF position timeline

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

Aspire Wealth Management Corp held 290,875 FNDF 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 290,875 shares
    Change vs previous 13F +11,651 shares

    5.85% of the 13F portfolio, value $10,869,994.

    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 279,224 shares
    Change vs previous 13F +53,211 shares

    5.6% of the 13F portfolio, value $9,781,212.

    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 226,013 shares
    Change vs previous 13F +8,900 shares

    4.86% of the 13F portfolio, value $8,048,318.

    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 217,113 shares
    Change vs previous 13F +4,263 shares

    4.98% of the 13F portfolio, value $7,323,217.

    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 212,850 shares
    Change vs previous 13F +30,074 shares

    5.13% of the 13F portfolio, value $6,740,966.

    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 182,776 shares
    Change vs previous 13F +11,189 shares

    4.46% of the 13F portfolio, value $5,901,843.

    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 171,587 shares
    Change vs previous 13F +7,329 shares

    4.36% of the 13F portfolio, value $5,365,539.

    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 164,258 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $4,774,992.

    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).