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Disclosery

ASPIRIANT, LLC: ACWV position timeline

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

ASPIRIANT, LLC held 2,432,810 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,432,810 shares
    Change vs previous 13F -5,622 shares

    7.22% of the 13F portfolio, value $292,499,041.

    13F-HR 0001172661-26-002689 filed by ASPIRIANT, 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 2,438,432 shares
    Change vs previous 13F +32,332 shares

    8.3% of the 13F portfolio, value $291,417,188.

    13F-HR 0001172661-26-001732 filed by ASPIRIANT, 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 2,406,100 shares
    Change vs previous 13F -13,577 shares

    8.21% of the 13F portfolio, value $285,724,588.

    13F-HR 0001172661-26-000216 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,419,677 shares
    Change vs previous 13F +4,540 shares

    8.87% of the 13F portfolio, value $290,167,443.

    13F-HR 0001172661-25-004424 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,415,137 shares
    Change vs previous 13F -34,259 shares

    9.1% of the 13F portfolio, value $286,362,599.

    13F-HR 0001172661-25-002762 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,449,396 shares
    Change vs previous 13F +22,856 shares

    9.89% of the 13F portfolio, value $285,036,142.

    13F-HR 0001172661-25-001518 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,426,540 shares
    Change vs previous 13F +13,103 shares

    9.57% of the 13F portfolio, value $264,978,105.

    13F-HR 0001172661-25-000232 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,413,437 shares
    Change vs previous 13F not available

    10.49% of the 13F portfolio, value $276,410,956.

    13F-HR 0001172661-24-004292 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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