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Aspire Wealth Management Corp: UITB position timeline

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

Aspire Wealth Management Corp held 36,349 UITB 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 36,349 shares
    Change vs previous 13F +2,015 shares

    0.94% of the 13F portfolio, value $1,742,208.

    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 34,334 shares
    Change vs previous 13F +6,062 shares

    0.9% of the 13F portfolio, value $1,579,707.

    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 28,272 shares
    Change vs previous 13F +2,947 shares

    0.79% of the 13F portfolio, value $1,311,255.

    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 25,325 shares
    Change vs previous 13F +2,839 shares

    0.81% of the 13F portfolio, value $1,187,996.

    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 22,486 shares
    Change vs previous 13F +4,154 shares

    0.76% of the 13F portfolio, value $1,001,569.

    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 18,332 shares
    Change vs previous 13F +3,581 shares

    0.64% of the 13F portfolio, value $844,269.

    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 14,751 shares
    Change vs previous 13F +11,744 shares

    0.56% of the 13F portfolio, value $688,388.

    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 3,007 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $136,803.

    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).