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Disclosery

ASPIRIANT, LLC: SHY position timeline

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

ASPIRIANT, LLC held 42,425 SHY 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 42,425 shares
    Change vs previous 13F -3,016 shares

    0.09% of the 13F portfolio, value $3,483,562.

    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 45,441 shares
    Change vs previous 13F +3,288 shares

    0.11% of the 13F portfolio, value $3,752,142.

    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 42,153 shares
    Change vs previous 13F +33,254 shares

    0.1% of the 13F portfolio, value $3,491,103.

    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 8,899 shares
    Change vs previous 13F -3,823 shares

    0.02% of the 13F portfolio, value $738,260.

    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 12,722 shares
    Change vs previous 13F +5,249 shares

    0.03% of the 13F portfolio, value $1,054,144.

    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 7,473 shares
    Change vs previous 13F +1,418 shares

    0.02% of the 13F portfolio, value $618,240.

    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 6,055 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $496,389.

    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 6,135 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $510,126.

    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).