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Disclosery

ASPIRIANT, LLC: AGG position timeline

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

ASPIRIANT, LLC held 263,856 AGG 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 263,856 shares
    Change vs previous 13F +39,495 shares

    0.64% of the 13F portfolio, value $26,116,710.

    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 224,361 shares
    Change vs previous 13F +30,977 shares

    0.63% of the 13F portfolio, value $22,272,401.

    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 193,384 shares
    Change vs previous 13F +29,715 shares

    0.55% of the 13F portfolio, value $19,315,258.

    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 163,669 shares
    Change vs previous 13F -121,791 shares

    0.5% of the 13F portfolio, value $16,407,828.

    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 285,460 shares
    Change vs previous 13F +159,084 shares

    0.9% of the 13F portfolio, value $28,317,546.

    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 126,376 shares
    Change vs previous 13F +344 shares

    0.43% of the 13F portfolio, value $12,501,118.

    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 126,032 shares
    Change vs previous 13F +15,186 shares

    0.44% of the 13F portfolio, value $12,212,496.

    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 110,846 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $11,225,250.

    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).