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Aspire Wealth Management Corp: SCHZ position timeline

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

Aspire Wealth Management Corp held 2,654 SCHZ 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 2,654 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $126,121.

    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 2,665 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $121,483.

    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 2,692 shares
    Change vs previous 13F -2,943 shares

    0.07% of the 13F portfolio, value $123,828.

    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 5,635 shares
    Change vs previous 13F -21 shares

    0.18% of the 13F portfolio, value $262,691.

    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 5,656 shares
    Change vs previous 13F -7,473 shares

    0.19% of the 13F portfolio, value $250,156.

    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 13,129 shares
    Change vs previous 13F +221 shares

    0.46% of the 13F portfolio, value $606,025.

    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 12,908 shares
    Change vs previous 13F +3,866 shares

    0.49% of the 13F portfolio, value $605,514.

    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 9,042 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $412,759.

    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).