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Aprio Wealth Management, LLC: GRID position timeline

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

Aprio Wealth Management, LLC held 139,438 GRID 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 139,438 shares
    Change vs previous 13F +7,360 shares

    1.32% of the 13F portfolio, value $26,737,152.

    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 132,078 shares
    Change vs previous 13F +23,002 shares

    1.18% of the 13F portfolio, value $21,605,351.

    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 109,076 shares
    Change vs previous 13F +3,193 shares

    0.96% of the 13F portfolio, value $16,690,779.

    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 105,883 shares
    Change vs previous 13F +1,781 shares

    1.59% of the 13F portfolio, value $15,996,872.

    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 104,102 shares
    Change vs previous 13F -2,214 shares

    1.63% of the 13F portfolio, value $14,472,216.

    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 106,316 shares
    Change vs previous 13F +14,174 shares

    1.51% of the 13F portfolio, value $12,027,545.

    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 92,142 shares
    Change vs previous 13F +16,884 shares

    1.6% of the 13F portfolio, value $10,996,247.

    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 75,258 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $9,576,627.

    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).