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ASPIRIANT, LLC: SCHB position timeline

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

ASPIRIANT, LLC held 80,573 SCHB 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 80,573 shares
    Change vs previous 13F +858 shares

    0.06% of the 13F portfolio, value $2,333,406.

    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 79,715 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,000,857.

    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 79,715 shares
    Change vs previous 13F +1,875 shares

    0.06% of the 13F portfolio, value $2,090,936.

    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 77,840 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,001,277.

    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 77,840 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,854,937.

    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 77,840 shares
    Change vs previous 13F +3,596 shares

    0.06% of the 13F portfolio, value $1,675,917.

    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 74,244 shares
    Change vs previous 13F +48,193 shares

    0.06% of the 13F portfolio, value $1,685,352.

    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 26,051 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,732,973.

    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).