Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$315,929
+$109,198 QoQ
Shares Held
1,146
+47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,165
of 1,682 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ASPIRIANT, LLC holds $2,511,730 across 4 Healthcare Plans names. CI ranks #3 (12.6% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,929 | 1,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $206,731 | 775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,468 | 841 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $210,999 | 732 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $296,199 | 896 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,529 | 801 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $216,493 | 784 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $274,034 | 791 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $262,803 | 795 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $440,186 | 1,212 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $363,532 | 1,214 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $423,669 | 1,481 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $342,051 | 1,219 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $311,491 | 1,219 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $409,867 | 1,237 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $250,000 | 901 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $216,613 | 822 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $207,262 | 865 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $200,696 | 874 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||