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Aspiriant LLC’s Smartbird Inc BIRD Stock Holding History

Aspiriant LLC’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.4K Buy
+20,853
New +$107K ﹤0.01% 396
2024
Q2 		– Sell
-1,707
Closed -$23.7K – 288
2024
Q1 		$23.7K Sell
1,707
-330
-16% -$6.15K ﹤0.01% 314
2023
Q4 		$49.9K Buy
2,037
+461
+29% +$9.1K ﹤0.01% 305
2023
Q3 		$35K Buy
1,576
+531
+51% +$14.3K ﹤0.01% 278
2023
Q2 		$26.3K Buy
+1,045
New +$26.1K ﹤0.01% 282
2023
Q1 		– Sell
-536
Closed -$25.9K – 278
2022
Q4 		$25.9K Buy
+536
New +$31.4K ﹤0.01% 276

Other funds holding BIRD

FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC's BIRD Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Smartbird Inc (BIRD) in Q2 2026: 20,853 shares worth $83.4K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in BIRD as recently as Q1 2024.

Aspiriant LLC first reported a position in BIRD in Q4 2022 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Aspiriant LLC held 20,853 shares of Smartbird Inc worth $83.4K as of Q2 2026.
  • Smartbird Inc was a new Aspiriant LLC position in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of Aspiriant LLC's portfolio in Q2 2026, its #396 holding.
  • Aspiriant LLC first reported a position in Smartbird Inc in Q4 2022 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.