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Aspire Wealth Management Corp: IWY position timeline

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

Aspire Wealth Management Corp held 50,736 IWY 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 50,736 shares
    Change vs previous 13F +642 shares

    6.01% of the 13F portfolio, value $11,164,457.

    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 50,094 shares
    Change vs previous 13F +3,229 shares

    6.15% of the 13F portfolio, value $10,746,165.

    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 46,865 shares
    Change vs previous 13F +2,155 shares

    5.52% of the 13F portfolio, value $9,143,362.

    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 44,710 shares
    Change vs previous 13F +2,184 shares

    5.32% of the 13F portfolio, value $7,834,086.

    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 42,526 shares
    Change vs previous 13F +981 shares

    4.97% of the 13F portfolio, value $6,541,775.

    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 41,545 shares
    Change vs previous 13F +428 shares

    4.98% of the 13F portfolio, value $6,587,375.

    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 41,117 shares
    Change vs previous 13F +5,260 shares

    4.64% of the 13F portfolio, value $5,712,385.

    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 35,857 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,321,844.

    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).