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Disclosery

Apriem Advisors: VWO position timeline

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

Apriem Advisors held 682,576 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 682,576 shares
    Change vs previous 13F +45,218 shares

    3.53% of the 13F portfolio, value $40,742,974.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 637,358 shares
    Change vs previous 13F +269,504 shares

    3.29% of the 13F portfolio, value $34,449,183.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 367,854 shares
    Change vs previous 13F +111,514 shares

    1.81% of the 13F portfolio, value $19,775,814.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 256,340 shares
    Change vs previous 13F +21,406 shares

    1.31% of the 13F portfolio, value $13,888,523.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 234,934 shares
    Change vs previous 13F +16,368 shares

    1.24% of the 13F portfolio, value $11,619,852.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 218,566 shares
    Change vs previous 13F +13,786 shares

    1.16% of the 13F portfolio, value $9,892,311.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 204,780 shares
    Change vs previous 13F +1,437 shares

    1.03% of the 13F portfolio, value $9,018,524.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 203,343 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $9,729,972.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).