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Aspire Wealth Management Corp: MOAT position timeline

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

Aspire Wealth Management Corp held 97,632 MOAT 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 97,632 shares
    Change vs previous 13F -3,392 shares

    5.09% of the 13F portfolio, value $9,465,458.

    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 101,024 shares
    Change vs previous 13F -1,576 shares

    5.01% of the 13F portfolio, value $8,749,720.

    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 102,600 shares
    Change vs previous 13F +5,172 shares

    5.57% of the 13F portfolio, value $9,223,776.

    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 97,428 shares
    Change vs previous 13F +6,844 shares

    5.62% of the 13F portfolio, value $8,268,741.

    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 90,584 shares
    Change vs previous 13F +4,474 shares

    5.22% of the 13F portfolio, value $6,869,882.

    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 86,110 shares
    Change vs previous 13F +49,725 shares

    5.2% of the 13F portfolio, value $6,870,707.

    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 36,385 shares
    Change vs previous 13F +19,945 shares

    2.18% of the 13F portfolio, value $2,686,296.

    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 16,440 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,067,113.

    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).