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Aprio Wealth Management, LLC: EAGG position timeline

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

Aprio Wealth Management, LLC held 14,842 EAGG 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 14,842 shares
    Change vs previous 13F -2,548 shares

    0.03% of the 13F portfolio, value $703,663.

    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 17,390 shares
    Change vs previous 13F -1,441 shares

    0.05% of the 13F portfolio, value $826,885.

    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 18,831 shares
    Change vs previous 13F -3,380 shares

    0.05% of the 13F portfolio, value $901,069.

    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 22,211 shares
    Change vs previous 13F -880 shares

    0.11% of the 13F portfolio, value $1,066,791.

    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 23,091 shares
    Change vs previous 13F -1,847 shares

    0.12% of the 13F portfolio, value $1,097,724.

    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 24,938 shares
    Change vs previous 13F +923 shares

    0.15% of the 13F portfolio, value $1,184,068.

    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 24,015 shares
    Change vs previous 13F +291 shares

    0.16% of the 13F portfolio, value $1,115,244.

    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 23,724 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,152,756.

    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).