Skip to content
Disclosery

ASPIRIANT, LLC: AXP position timeline

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

ASPIRIANT, LLC held 5,704 AXP 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 5,704 shares
    Change vs previous 13F +619 shares

    0.05% of the 13F portfolio, value $1,929,378.

    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 5,085 shares
    Change vs previous 13F +307 shares

    0.04% of the 13F portfolio, value $1,538,111.

    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 4,778 shares
    Change vs previous 13F +430 shares

    0.05% of the 13F portfolio, value $1,767,621.

    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 4,348 shares
    Change vs previous 13F -62 shares

    0.04% of the 13F portfolio, value $1,444,233.

    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 4,410 shares
    Change vs previous 13F -219 shares

    0.04% of the 13F portfolio, value $1,406,704.

    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 4,629 shares
    Change vs previous 13F -543 shares

    0.04% of the 13F portfolio, value $1,245,434.

    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 5,172 shares
    Change vs previous 13F +170 shares

    0.06% of the 13F portfolio, value $1,534,998.

    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 5,002 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,356,543.

    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).