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Aprio Wealth Management, LLC: BBD position timeline

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

Aprio Wealth Management, LLC held 42,955 BBD 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 42,955 shares
    Change vs previous 13F -971 shares

    0.01% of the 13F portfolio, value $149,054.

    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 43,926 shares
    Change vs previous 13F +16,947 shares

    0.01% of the 13F portfolio, value $160,330.

    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 26,979 shares
    Change vs previous 13F +5,650 shares

    0.01% of the 13F portfolio, value $89,840.

    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 21,329 shares
    Change vs previous 13F +5,924 shares

    0.01% of the 13F portfolio, value $72,092.

    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 15,405 shares
    Change vs previous 13F +4,028 shares

    0.01% of the 13F portfolio, value $47,601.

    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 11,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,371.

    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).