Aspire Wealth Management Corp: IVW position timeline

Aspire Wealth Management Corp held 16,882 IVW 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 16,882 shares

   Change vs previous 13F -726 shares

   0.87% of the 13F portfolio, value $1,616,455.

   13F-HR 0001398344-24-019719 filed by Aspire Wealth Management Corp
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 17,608 shares

   Change vs previous 13F +6,325 shares

   0.93% of the 13F portfolio, value $1,629,438.

   13F-HR 0001398344-24-014366 filed by Aspire Wealth Management Corp
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 11,283 shares

   Change vs previous 13F +6,811 shares

   0.58% of the 13F portfolio, value $952,749.

   13F-HR 0001398344-24-008197 filed by Aspire Wealth Management Corp
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 4,472 shares

   Change vs previous 13F +1 shares

   0.23% of the 13F portfolio, value $335,836.

   13F-HR 0001398344-24-000820 filed by Aspire Wealth Management Corp
   Filed 2024-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 4,471 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $305,906.

   13F-HR 0001398344-23-019922 filed by Aspire Wealth Management Corp
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).