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Aspire Wealth Management Corp: IUSB position timeline

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

Aspire Wealth Management Corp held 22,166 IUSB 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 22,166 shares
    Change vs previous 13F +5,929 shares

    0.56% of the 13F portfolio, value $1,044,454.

    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 16,237 shares
    Change vs previous 13F -545 shares

    0.42% of the 13F portfolio, value $734,215.

    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 16,782 shares
    Change vs previous 13F +6,501 shares

    0.46% of the 13F portfolio, value $765,096.

    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 10,281 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $473,643.

    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 10,256 shares
    Change vs previous 13F +211 shares

    0.34% of the 13F portfolio, value $448,349.

    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 10,045 shares
    Change vs previous 13F +343 shares

    0.35% of the 13F portfolio, value $456,741.

    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 9,702 shares
    Change vs previous 13F +4,312 shares

    0.36% of the 13F portfolio, value $447,729.

    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 5,390 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $242,180.

    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).