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ASPIRIANT, LLC: DFIV position timeline

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

ASPIRIANT, LLC held 197,598 DFIV 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 197,598 shares
    Change vs previous 13F -8,194 shares

    0.26% of the 13F portfolio, value $10,674,244.

    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 205,792 shares
    Change vs previous 13F +578 shares

    0.31% of the 13F portfolio, value $10,861,702.

    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 205,214 shares
    Change vs previous 13F +2,787 shares

    0.29% of the 13F portfolio, value $10,240,186.

    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 202,427 shares
    Change vs previous 13F -1,925 shares

    0.29% of the 13F portfolio, value $9,335,937.

    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 204,352 shares
    Change vs previous 13F -4,695 shares

    0.28% of the 13F portfolio, value $8,752,398.

    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 209,047 shares
    Change vs previous 13F -3,459 shares

    0.29% of the 13F portfolio, value $8,228,095.

    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 212,506 shares
    Change vs previous 13F +1,291 shares

    0.27% of the 13F portfolio, value $7,539,708.

    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 211,215 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,043,072.

    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).