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Aprio Wealth Management, LLC: AFL position timeline

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

Aprio Wealth Management, LLC held 4,909 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,909 shares
    Change vs previous 13F +116 shares

    0.03% of the 13F portfolio, value $575,538.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 4,793 shares
    Change vs previous 13F -287 shares

    0.03% of the 13F portfolio, value $525,881.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, 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 5,080 shares
    Change vs previous 13F +722 shares

    0.03% of the 13F portfolio, value $560,220.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, 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 4,358 shares
    Change vs previous 13F +532 shares

    0.05% of the 13F portfolio, value $486,750.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, 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 3,826 shares
    Change vs previous 13F -1,049 shares

    0.05% of the 13F portfolio, value $403,469.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, 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 4,875 shares
    Change vs previous 13F +714 shares

    0.07% of the 13F portfolio, value $542,106.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, 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 4,161 shares
    Change vs previous 13F +397 shares

    0.06% of the 13F portfolio, value $430,430.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, 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 3,764 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $420,866.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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