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Disclosery

ASPIRIANT, LLC: IWR position timeline

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

ASPIRIANT, LLC held 36,742 IWR 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 36,742 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $4,053,377.

    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 36,928 shares
    Change vs previous 13F -2,397 shares

    0.1% of the 13F portfolio, value $3,590,510.

    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 39,325 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $3,785,780.

    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 39,311 shares
    Change vs previous 13F -39,597 shares

    0.12% of the 13F portfolio, value $3,795,477.

    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 78,908 shares
    Change vs previous 13F +39,454 shares

    0.23% of the 13F portfolio, value $7,257,172.

    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 39,454 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,356,349.

    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 39,454 shares
    Change vs previous 13F +3,075 shares

    0.13% of the 13F portfolio, value $3,487,732.

    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 36,379 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,206,446.

    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).