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Disclosery

ASPIRIANT, LLC: USMV position timeline

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

ASPIRIANT, LLC held 79,030 USMV 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 79,030 shares
    Change vs previous 13F -4,071 shares

    0.19% of the 13F portfolio, value $7,623,258.

    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 83,101 shares
    Change vs previous 13F -105 shares

    0.22% of the 13F portfolio, value $7,706,811.

    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 83,206 shares
    Change vs previous 13F -2,242 shares

    0.23% of the 13F portfolio, value $7,834,701.

    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 85,448 shares
    Change vs previous 13F -1,121 shares

    0.25% of the 13F portfolio, value $8,129,523.

    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 86,569 shares
    Change vs previous 13F -6,285 shares

    0.26% of the 13F portfolio, value $8,126,233.

    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 92,854 shares
    Change vs previous 13F -11,819 shares

    0.3% of the 13F portfolio, value $8,696,706.

    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 104,673 shares
    Change vs previous 13F +352 shares

    0.34% of the 13F portfolio, value $9,293,913.

    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 104,321 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,525,549.

    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).