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ASPIRIANT, LLC: IUSV position timeline

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

ASPIRIANT, LLC held 3,685,507 IUSV 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 3,685,507 shares
    Change vs previous 13F +2,452 shares

    10.02% of the 13F portfolio, value $405,961,903.

    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 3,683,055 shares
    Change vs previous 13F +100,859 shares

    10.73% of the 13F portfolio, value $376,592,485.

    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 3,582,196 shares
    Change vs previous 13F -18,144 shares

    10.55% of the 13F portfolio, value $367,318,526.

    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 3,600,340 shares
    Change vs previous 13F +24,162 shares

    11% of the 13F portfolio, value $359,853,978.

    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 3,576,178 shares
    Change vs previous 13F +48,993 shares

    10.76% of the 13F portfolio, value $338,413,960.

    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 3,527,185 shares
    Change vs previous 13F +261,121 shares

    11.3% of the 13F portfolio, value $325,523,974.

    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 3,266,064 shares
    Change vs previous 13F +396,158 shares

    10.92% of the 13F portfolio, value $302,405,003.

    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 2,869,906 shares
    Change vs previous 13F not available

    10.4% of the 13F portfolio, value $274,047,375.

    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).