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Aprio Wealth Management, LLC: DBND position timeline

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

Aprio Wealth Management, LLC held 225,713 DBND 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 225,713 shares
    Change vs previous 13F -5,040 shares

    0.51% of the 13F portfolio, value $10,290,348.

    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 230,753 shares
    Change vs previous 13F +9,135 shares

    0.58% of the 13F portfolio, value $10,570,778.

    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 221,618 shares
    Change vs previous 13F +45,728 shares

    0.59% of the 13F portfolio, value $10,275,229.

    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 175,890 shares
    Change vs previous 13F +15,091 shares

    0.81% of the 13F portfolio, value $8,184,165.

    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 160,799 shares
    Change vs previous 13F +51,746 shares

    0.84% of the 13F portfolio, value $7,435,351.

    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 109,053 shares
    Change vs previous 13F +27,176 shares

    0.63% of the 13F portfolio, value $5,034,956.

    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 81,877 shares
    Change vs previous 13F +5,522 shares

    0.54% of the 13F portfolio, value $3,707,994.

    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 76,355 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,616,171.

    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).