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Aspire Wealth Management Corp: HEFA position timeline

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

Aspire Wealth Management Corp held 41,713 HEFA 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 41,713 shares
    Change vs previous 13F -6,787 shares

    0.8% of the 13F portfolio, value $1,477,473.

    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 48,500 shares
    Change vs previous 13F -1,348 shares

    0.99% of the 13F portfolio, value $1,724,431.

    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 49,848 shares
    Change vs previous 13F +14,594 shares

    1.05% of the 13F portfolio, value $1,738,712.

    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 35,254 shares
    Change vs previous 13F +925 shares

    0.75% of the 13F portfolio, value $1,110,865.

    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 34,329 shares
    Change vs previous 13F +3,029 shares

    0.79% of the 13F portfolio, value $1,033,314.

    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 31,300 shares
    Change vs previous 13F +248 shares

    0.73% of the 13F portfolio, value $970,289.

    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 31,052 shares
    Change vs previous 13F -3,036 shares

    0.74% of the 13F portfolio, value $915,092.

    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 34,088 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $920,389.

    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).