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Aprio Wealth Management, LLC: BBDO position timeline

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

Aprio Wealth Management, LLC held 10,387 BBDO 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 10,387 shares
    Change vs previous 13F -8,186 shares

    <0.01% of the 13F portfolio, value $31,161.

    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 18,573 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $61,105.

    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 19,115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $54,860.

    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 19,115 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $56,007.

    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 19,115 shares
    Change vs previous 13F -1,572 shares

    0.01% of the 13F portfolio, value $52,184.

    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 20,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,029.

    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).