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Aprio Wealth Management, LLC: FHLC position timeline

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

Aprio Wealth Management, LLC held 186,731 FHLC 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 186,731 shares
    Change vs previous 13F +523 shares

    0.71% of the 13F portfolio, value $14,424,947.

    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 186,208 shares
    Change vs previous 13F +48,074 shares

    0.72% of the 13F portfolio, value $13,101,579.

    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 138,134 shares
    Change vs previous 13F +3,959 shares

    0.59% of the 13F portfolio, value $10,260,575.

    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 134,175 shares
    Change vs previous 13F +65,018 shares

    0.89% of the 13F portfolio, value $8,972,282.

    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 69,157 shares
    Change vs previous 13F -14,908 shares

    0.5% of the 13F portfolio, value $4,422,610.

    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 84,065 shares
    Change vs previous 13F +12,774 shares

    0.72% of the 13F portfolio, value $5,743,339.

    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 71,291 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,658,850.

    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).