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ASPIRIANT, LLC: IJR position timeline

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

ASPIRIANT, LLC held 65,523 IJR 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 65,523 shares
    Change vs previous 13F +982 shares

    0.24% of the 13F portfolio, value $9,717,834.

    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 64,541 shares
    Change vs previous 13F +175 shares

    0.23% of the 13F portfolio, value $8,023,182.

    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 64,366 shares
    Change vs previous 13F +13,001 shares

    0.22% of the 13F portfolio, value $7,735,475.

    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 51,365 shares
    Change vs previous 13F +2,584 shares

    0.19% of the 13F portfolio, value $6,103,678.

    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 48,781 shares
    Change vs previous 13F +14,963 shares

    0.17% of the 13F portfolio, value $5,331,278.

    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 33,818 shares
    Change vs previous 13F +7,131 shares

    0.12% of the 13F portfolio, value $3,536,376.

    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 26,687 shares
    Change vs previous 13F +1,738 shares

    0.11% of the 13F portfolio, value $3,074,838.

    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 24,949 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,917,998.

    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).