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Disclosery

ASPIRIANT, LLC: EFV position timeline

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

ASPIRIANT, LLC held 1,061,079 EFV 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 1,061,079 shares
    Change vs previous 13F -8,474 shares

    2.01% of the 13F portfolio, value $81,225,830.

    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 1,069,553 shares
    Change vs previous 13F -21,375 shares

    2.26% of the 13F portfolio, value $79,521,322.

    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 1,090,928 shares
    Change vs previous 13F -26,415 shares

    2.24% of the 13F portfolio, value $77,903,182.

    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 1,117,343 shares
    Change vs previous 13F -10,967 shares

    2.32% of the 13F portfolio, value $75,789,379.

    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 1,128,310 shares
    Change vs previous 13F -7,239 shares

    2.28% of the 13F portfolio, value $71,625,131.

    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 1,135,549 shares
    Change vs previous 13F -50,446 shares

    2.32% of the 13F portfolio, value $66,929,284.

    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 1,185,995 shares
    Change vs previous 13F +9,742 shares

    2.25% of the 13F portfolio, value $62,229,180.

    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 1,176,253 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $67,669,830.

    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).