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Aspire Wealth Management Corp: IYW position timeline

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

Aspire Wealth Management Corp held 4,204 IYW 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 4,204 shares
    Change vs previous 13F -447 shares

    0.34% of the 13F portfolio, value $637,399.

    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 4,651 shares
    Change vs previous 13F -1 shares

    0.4% of the 13F portfolio, value $699,915.

    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 4,652 shares
    Change vs previous 13F +1,167 shares

    0.38% of the 13F portfolio, value $628,342.

    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 3,485 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $427,793.

    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 3,487 shares
    Change vs previous 13F -3,184 shares

    0.28% of the 13F portfolio, value $365,815.

    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 6,671 shares
    Change vs previous 13F +97 shares

    0.55% of the 13F portfolio, value $726,229.

    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 6,574 shares
    Change vs previous 13F +4,784 shares

    0.5% of the 13F portfolio, value $610,145.

    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 1,790 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $133,359.

    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).