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Aprio Wealth Management, LLC: DFAC position timeline

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

Aprio Wealth Management, LLC held 150,417 DFAC 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 150,417 shares
    Change vs previous 13F -124 shares

    0.33% of the 13F portfolio, value $6,672,517.

    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 150,541 shares
    Change vs previous 13F +11,041 shares

    0.32% of the 13F portfolio, value $5,850,016.

    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 139,500 shares
    Change vs previous 13F -2,010 shares

    0.32% of the 13F portfolio, value $5,522,809.

    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 141,510 shares
    Change vs previous 13F +122 shares

    0.54% of the 13F portfolio, value $5,458,059.

    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 141,388 shares
    Change vs previous 13F -1,279 shares

    0.57% of the 13F portfolio, value $5,067,353.

    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 142,667 shares
    Change vs previous 13F +45,130 shares

    0.59% of the 13F portfolio, value $4,706,584.

    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 97,537 shares
    Change vs previous 13F -1,054 shares

    0.49% of the 13F portfolio, value $3,373,797.

    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 98,591 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,380,693.

    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).