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Disclosery

ASPIRIANT, LLC: SCHW position timeline

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

ASPIRIANT, LLC held 23,847 SCHW 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 23,847 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $2,200,363.

    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 23,700 shares
    Change vs previous 13F -545 shares

    0.06% of the 13F portfolio, value $2,227,326.

    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 24,245 shares
    Change vs previous 13F +432 shares

    0.07% of the 13F portfolio, value $2,422,317.

    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 23,813 shares
    Change vs previous 13F -993 shares

    0.07% of the 13F portfolio, value $2,273,424.

    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 24,806 shares
    Change vs previous 13F -1,126 shares

    0.07% of the 13F portfolio, value $2,263,299.

    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 25,932 shares
    Change vs previous 13F +192 shares

    0.07% of the 13F portfolio, value $2,029,954.

    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 25,740 shares
    Change vs previous 13F +422 shares

    0.07% of the 13F portfolio, value $1,905,016.

    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 25,318 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,640,858.

    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).