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Disclosery

Aspire Wealth Management Corp: SCHD position timeline

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

Aspire Wealth Management Corp held 29,945 SCHD 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 29,945 shares
    Change vs previous 13F -20,284 shares

    1.36% of the 13F portfolio, value $2,531,237.

    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 50,229 shares
    Change vs previous 13F -30,955 shares

    2.23% of the 13F portfolio, value $3,905,845.

    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 81,184 shares
    Change vs previous 13F -11,166 shares

    3.95% of the 13F portfolio, value $6,545,890.

    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 92,350 shares
    Change vs previous 13F -20,491 shares

    4.78% of the 13F portfolio, value $7,030,625.

    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 112,841 shares
    Change vs previous 13F -5,058 shares

    6.07% of the 13F portfolio, value $7,984,652.

    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 117,899 shares
    Change vs previous 13F -344 shares

    6.48% of the 13F portfolio, value $8,561,809.

    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 118,243 shares
    Change vs previous 13F +820 shares

    7.02% of the 13F portfolio, value $8,650,685.

    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 117,423 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $8,870,151.

    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).