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Aprio Wealth Management, LLC: BLK position timeline

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

Aprio Wealth Management, LLC held 746 BLK 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 746 shares
    Change vs previous 13F +41 shares

    0.04% of the 13F portfolio, value $717,153.

    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 705 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $677,592.

    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 715 shares
    Change vs previous 13F +265 shares

    0.04% of the 13F portfolio, value $765,644.

    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 450 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $524,309.

    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 361 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $378,339.

    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 249 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $236,080.

    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).