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ASPIRIANT, LLC: IWP position timeline

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

ASPIRIANT, LLC held 9,108 IWP 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 9,108 shares
    Change vs previous 13F -510 shares

    0.03% of the 13F portfolio, value $1,333,502.

    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 9,618 shares
    Change vs previous 13F -4,139 shares

    0.04% of the 13F portfolio, value $1,232,258.

    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 13,757 shares
    Change vs previous 13F +1,456 shares

    0.05% of the 13F portfolio, value $1,883,883.

    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 12,301 shares
    Change vs previous 13F -12,365 shares

    0.05% of the 13F portfolio, value $1,751,786.

    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 24,666 shares
    Change vs previous 13F +12,353 shares

    0.11% of the 13F portfolio, value $3,420,682.

    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 12,313 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,446,654.

    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 12,313 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,560,674.

    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 12,313 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,444,192.

    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).