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Disclosery

ASPIRIANT, LLC: IWF position timeline

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

ASPIRIANT, LLC held 26,435 IWF 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 26,435 shares
    Change vs previous 13F +20,190 shares

    0.08% of the 13F portfolio, value $3,282,547.

    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 6,245 shares
    Change vs previous 13F -1,446 shares

    0.08% of the 13F portfolio, value $2,662,871.

    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 7,691 shares
    Change vs previous 13F +120 shares

    0.1% of the 13F portfolio, value $3,640,045.

    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 7,571 shares
    Change vs previous 13F -2,425 shares

    0.11% of the 13F portfolio, value $3,546,106.

    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 9,996 shares
    Change vs previous 13F +113 shares

    0.13% of the 13F portfolio, value $4,244,223.

    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 9,883 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,568,666.

    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 9,883 shares
    Change vs previous 13F +141 shares

    0.14% of the 13F portfolio, value $3,968,720.

    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 9,742 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,656,766.

    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).