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Disclosery

ASPIRIANT, LLC: IWM position timeline

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

ASPIRIANT, LLC held 54,901 IWM 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 54,901 shares
    Change vs previous 13F -829 shares

    0.41% of the 13F portfolio, value $16,496,029.

    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 55,730 shares
    Change vs previous 13F +1,302 shares

    0.39% of the 13F portfolio, value $13,821,140.

    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 54,428 shares
    Change vs previous 13F +8,186 shares

    0.38% of the 13F portfolio, value $13,398,026.

    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 46,242 shares
    Change vs previous 13F -216 shares

    0.34% of the 13F portfolio, value $11,188,744.

    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 46,458 shares
    Change vs previous 13F -404 shares

    0.32% of the 13F portfolio, value $10,025,198.

    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 46,862 shares
    Change vs previous 13F +20 shares

    0.32% of the 13F portfolio, value $9,348,523.

    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 46,842 shares
    Change vs previous 13F +70 shares

    0.37% of the 13F portfolio, value $10,350,204.

    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 46,772 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,331,563.

    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).