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Disclosery

Aspirean Wealth, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspirean Wealth, LLC on DFUS, newest first. How the timeline and the estimate are built.

Aspirean Wealth, LLC held 3,433 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,433 shares
    Change vs previous 13F -116 shares

    0.26% of the 13F portfolio, value $281,317.

    13F-HR 0001172661-26-003134 filed by Aspirean Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,549 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $251,692.

    13F-HR 0001172661-26-001840 filed by Aspirean Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,541 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $262,636.

    13F-HR 0001172661-26-001149 filed by Aspirean Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).