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Aprio Wealth Management, LLC: AMLP position timeline

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

Aprio Wealth Management, LLC held 427,719 AMLP 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 427,719 shares
    Change vs previous 13F +17,251 shares

    1.1% of the 13F portfolio, value $22,177,229.

    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 410,468 shares
    Change vs previous 13F +22,928 shares

    1.18% of the 13F portfolio, value $21,607,032.

    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 387,540 shares
    Change vs previous 13F +27,641 shares

    1.05% of the 13F portfolio, value $18,222,147.

    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 359,899 shares
    Change vs previous 13F +48,262 shares

    1.68% of the 13F portfolio, value $16,890,080.

    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 311,637 shares
    Change vs previous 13F +150,791 shares

    1.72% of the 13F portfolio, value $15,226,561.

    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 160,846 shares
    Change vs previous 13F +94,601 shares

    1.05% of the 13F portfolio, value $8,354,361.

    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 66,245 shares
    Change vs previous 13F +19,813 shares

    0.47% of the 13F portfolio, value $3,190,345.

    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 46,432 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,188,323.

    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).