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Disclosery

ASPIRIANT, LLC: SCHD position timeline

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

ASPIRIANT, LLC held 42,417 SCHD 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 42,417 shares
    Change vs previous 13F +6,232 shares

    0.03% of the 13F portfolio, value $1,345,069.

    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 36,185 shares
    Change vs previous 13F -9,467 shares

    0.03% of the 13F portfolio, value $1,110,180.

    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 45,652 shares
    Change vs previous 13F +5,543 shares

    0.04% of the 13F portfolio, value $1,252,229.

    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 40,109 shares
    Change vs previous 13F -5,230 shares

    0.03% of the 13F portfolio, value $1,094,976.

    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 45,339 shares
    Change vs previous 13F -5,034 shares

    0.04% of the 13F portfolio, value $1,201,494.

    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 50,373 shares
    Change vs previous 13F +382 shares

    0.05% of the 13F portfolio, value $1,408,439.

    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 49,991 shares
    Change vs previous 13F +34,762 shares

    0.05% of the 13F portfolio, value $1,365,759.

    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 15,229 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,287,349.

    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).