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Aprio Wealth Management, LLC: ESGD position timeline

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

Aprio Wealth Management, LLC held 13,376 ESGD 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 13,376 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $1,375,160.

    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 13,327 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $1,274,292.

    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 13,374 shares
    Change vs previous 13F +418 shares

    0.07% of the 13F portfolio, value $1,271,698.

    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 12,956 shares
    Change vs previous 13F +107 shares

    0.12% of the 13F portfolio, value $1,204,681.

    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 12,849 shares
    Change vs previous 13F -470 shares

    0.13% of the 13F portfolio, value $1,146,419.

    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 13,319 shares
    Change vs previous 13F -247 shares

    0.14% of the 13F portfolio, value $1,087,989.

    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 13,566 shares
    Change vs previous 13F +212 shares

    0.15% of the 13F portfolio, value $1,032,878.

    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 13,354 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,123,976.

    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).