Skip to content
Disclosery

Aspire Wealth Management Corp: FNDX position timeline

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

Aspire Wealth Management Corp held 142,682 FNDX 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 142,682 shares
    Change vs previous 13F +15,453 shares

    5.51% of the 13F portfolio, value $10,238,865.

    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 127,229 shares
    Change vs previous 13F +34,789 shares

    4.88% of the 13F portfolio, value $8,521,767.

    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 92,440 shares
    Change vs previous 13F +26,879 shares

    3.76% of the 13F portfolio, value $6,229,500.

    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 65,561 shares
    Change vs previous 13F +25,713 shares

    2.76% of the 13F portfolio, value $4,060,818.

    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 39,848 shares
    Change vs previous 13F +13,033 shares

    1.7% of the 13F portfolio, value $2,230,267.

    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 26,815 shares
    Change vs previous 13F +3,684 shares

    1.17% of the 13F portfolio, value $1,543,716.

    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 23,131 shares
    Change vs previous 13F +3,653 shares

    1.03% of the 13F portfolio, value $1,270,354.

    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 19,478 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,040,901.

    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).