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Aspire Wealth Management Corp: SCHG position timeline

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

Aspire Wealth Management Corp held 5,823 SCHG 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 5,823 shares
    Change vs previous 13F -126 shares

    0.33% of the 13F portfolio, value $606,640.

    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 5,949 shares
    Change vs previous 13F +461 shares

    0.34% of the 13F portfolio, value $599,897.

    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 5,488 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $508,847.

    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 5,488 shares
    Change vs previous 13F -147 shares

    0.31% of the 13F portfolio, value $455,284.

    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 5,635 shares
    Change vs previous 13F -5,536 shares

    0.31% of the 13F portfolio, value $409,777.

    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 11,171 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $837,266.

    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 11,171 shares
    Change vs previous 13F -2,923 shares

    0.59% of the 13F portfolio, value $728,014.

    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 14,094 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $783,063.

    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).