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Disclosery

ASPIRIANT, LLC: IWB position timeline

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

ASPIRIANT, LLC held 116,055 IWB 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 116,055 shares
    Change vs previous 13F +3,347 shares

    1.17% of the 13F portfolio, value $47,524,912.

    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 112,708 shares
    Change vs previous 13F -1,620 shares

    1.14% of the 13F portfolio, value $40,187,173.

    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 114,328 shares
    Change vs previous 13F +2,260 shares

    1.23% of the 13F portfolio, value $42,695,031.

    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 112,068 shares
    Change vs previous 13F -604 shares

    1.25% of the 13F portfolio, value $40,958,985.

    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 112,672 shares
    Change vs previous 13F +41,067 shares

    1.22% of the 13F portfolio, value $38,260,376.

    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 71,605 shares
    Change vs previous 13F +2,679 shares

    0.76% of the 13F portfolio, value $21,964,434.

    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 68,926 shares
    Change vs previous 13F +1,062 shares

    0.8% of the 13F portfolio, value $22,205,528.

    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 67,864 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $21,336,085.

    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).