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Livermore
Livermore
ZHEN

Aspiriant, LLC

SEC CIK
0001433541
Latest filing
Jul 20, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Aspiriant, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
9,606
Value
$478.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Aspiriant, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,606$478.6K<0.1%+140+1.5%AddedHolders
Q1 20269,466$435.2K<0.1%−255−2.6%ReducedHolders
Q4 20259,721$478.4K<0.1%+219+2.3%AddedHolders
Q3 20259,502$434.4K<0.1%−2,135−18.3%ReducedHolders
Q2 202511,637$500.3K<0.1%+2,177+23.0%AddedHolders
Q1 20259,460$389.3K<0.1%+317+3.5%AddedHolders
Q4 20249,143$396.6K<0.1%+11+0.1%AddedHolders
Q3 20249,132$390.6K<0.1%+14+0.2%AddedHolders
Q2 20249,118$354.2K<0.1%−1,883−17.1%ReducedHolders
Q1 202411,001$428.8K<0.1%−1,914−14.8%ReducedHolders
Q4 202312,915$476.8K<0.1%−1,185−8.4%ReducedHolders
Q3 202314,100$403.4K<0.1%+2,060+17.1%AddedHolders
Q2 202312,040$365.4K<0.1%+1,471+13.9%AddedHolders
Q1 202310,569$360.4K<0.1%+180+1.7%AddedHolders
Q4 202210,389$447.0K<0.1%+306+3.0%AddedHolders
Q3 202210,083$438.0K<0.1%+411+4.2%AddedHolders
Q2 20229,672$459.0K<0.1%+1,083+12.6%AddedHolders
Q1 20228,589$487.0K<0.1%−849−9.0%ReducedHolders
Q4 20219,438$553.0K<0.1%−2,291−19.5%ReducedHolders
Q3 202111,729$688.0K<0.1%+362+3.2%AddedHolders
Q2 202111,367$629.0K<0.1%+2,601+29.7%AddedHolders
Q1 20218,766$511.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.