Aprio Wealth Management, LLC: DELL position timeline

Aprio Wealth Management, LLC held 3,072 DELL 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 3,072 shares

   Change vs previous 13F +773 shares

   0.07% of the 13F portfolio, value $1,325,470.

   13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,299 shares

   Change vs previous 13F +462 shares

   0.02% of the 13F portfolio, value $377,308.

   13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,837 shares

   Change vs previous 13F +361 shares

   0.01% of the 13F portfolio, value $231,200.

   13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,476 shares

   Change vs previous 13F +1,476 shares

   0.02% of the 13F portfolio, value $209,197.

   13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.