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Aprio Wealth Management, LLC: ATR position timeline

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

Aprio Wealth Management, LLC held 18,390 ATR 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 18,390 shares
    Change vs previous 13F -81 shares

    0.11% of the 13F portfolio, value $2,302,428.

    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 18,471 shares
    Change vs previous 13F -118 shares

    0.13% of the 13F portfolio, value $2,327,715.

    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 18,589 shares
    Change vs previous 13F -533 shares

    0.13% of the 13F portfolio, value $2,267,114.

    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 19,122 shares
    Change vs previous 13F +6 shares

    0.25% of the 13F portfolio, value $2,555,879.

    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 19,116 shares
    Change vs previous 13F -426 shares

    0.34% of the 13F portfolio, value $2,990,288.

    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 19,542 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,899,654.

    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).