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Disclosery

ASPIRIANT, LLC: IWV position timeline

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

ASPIRIANT, LLC held 19,662 IWV 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 19,662 shares
    Change vs previous 13F -195 shares

    0.21% of the 13F portfolio, value $8,384,264.

    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 19,857 shares
    Change vs previous 13F -4,658 shares

    0.21% of the 13F portfolio, value $7,360,736.

    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 24,515 shares
    Change vs previous 13F -951 shares

    0.27% of the 13F portfolio, value $9,483,637.

    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 25,466 shares
    Change vs previous 13F -54 shares

    0.3% of the 13F portfolio, value $9,650,121.

    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 25,520 shares
    Change vs previous 13F -2,441 shares

    0.28% of the 13F portfolio, value $8,957,721.

    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 27,961 shares
    Change vs previous 13F -268 shares

    0.31% of the 13F portfolio, value $8,881,716.

    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 28,229 shares
    Change vs previous 13F +2,173 shares

    0.34% of the 13F portfolio, value $9,435,740.

    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 26,056 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,513,463.

    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).