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Disclosery

ASPIRIANT, LLC: WFC position timeline

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

ASPIRIANT, LLC held 23,728 WFC 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 23,728 shares
    Change vs previous 13F +1,074 shares

    0.05% of the 13F portfolio, value $1,960,882.

    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 22,654 shares
    Change vs previous 13F +872 shares

    0.05% of the 13F portfolio, value $1,803,485.

    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 21,782 shares
    Change vs previous 13F +95 shares

    0.06% of the 13F portfolio, value $2,030,080.

    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 21,687 shares
    Change vs previous 13F -963 shares

    0.06% of the 13F portfolio, value $1,817,806.

    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 22,650 shares
    Change vs previous 13F +769 shares

    0.06% of the 13F portfolio, value $1,814,718.

    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 21,881 shares
    Change vs previous 13F -170 shares

    0.05% of the 13F portfolio, value $1,570,839.

    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 22,051 shares
    Change vs previous 13F -2,379 shares

    0.06% of the 13F portfolio, value $1,548,862.

    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 24,430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,380,051.

    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).