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Aspire Wealth Management Corp: PFM position timeline

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

Aspire Wealth Management Corp held 8,562 PFM 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 8,562 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $398,549.

    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 8,550 shares
    Change vs previous 13F +15 shares

    0.21% of the 13F portfolio, value $364,837.

    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 8,535 shares
    Change vs previous 13F +13 shares

    0.22% of the 13F portfolio, value $363,335.

    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 8,522 shares
    Change vs previous 13F +18 shares

    0.23% of the 13F portfolio, value $339,929.

    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 8,504 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $310,637.

    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 8,487 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $324,465.

    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 8,472 shares
    Change vs previous 13F +16 shares

    0.25% of the 13F portfolio, value $310,057.

    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 8,456 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $308,801.

    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).