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Disclosery

ASPIRIANT, LLC: IVV position timeline

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

ASPIRIANT, LLC held 860,648 IVV 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 860,648 shares
    Change vs previous 13F +198,742 shares

    15.91% of the 13F portfolio, value $644,543,630.

    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 661,906 shares
    Change vs previous 13F +33,997 shares

    12.31% of the 13F portfolio, value $432,363,945.

    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 627,909 shares
    Change vs previous 13F +29,480 shares

    12.36% of the 13F portfolio, value $430,078,600.

    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 598,429 shares
    Change vs previous 13F -26,291 shares

    12.25% of the 13F portfolio, value $400,529,401.

    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 624,720 shares
    Change vs previous 13F +40,785 shares

    12.33% of the 13F portfolio, value $387,886,387.

    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 583,935 shares
    Change vs previous 13F +48,199 shares

    11.39% of the 13F portfolio, value $328,111,639.

    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 535,736 shares
    Change vs previous 13F +95,605 shares

    11.39% of the 13F portfolio, value $315,376,866.

    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 440,131 shares
    Change vs previous 13F not available

    9.64% of the 13F portfolio, value $253,875,270.

    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).