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Aprio Wealth Management, LLC: HDEF position timeline

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

Aprio Wealth Management, LLC held 183,752 HDEF 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 183,752 shares
    Change vs previous 13F +2,926 shares

    0.29% of the 13F portfolio, value $5,905,791.

    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 180,826 shares
    Change vs previous 13F +9,277 shares

    0.32% of the 13F portfolio, value $5,860,564.

    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 171,549 shares
    Change vs previous 13F +3,336 shares

    0.31% of the 13F portfolio, value $5,316,317.

    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 168,213 shares
    Change vs previous 13F +6,560 shares

    0.49% of the 13F portfolio, value $4,948,818.

    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 161,653 shares
    Change vs previous 13F +16,488 shares

    0.53% of the 13F portfolio, value $4,665,295.

    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 145,165 shares
    Change vs previous 13F +16,876 shares

    0.49% of the 13F portfolio, value $3,939,783.

    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 128,289 shares
    Change vs previous 13F +8,618 shares

    0.45% of the 13F portfolio, value $3,116,133.

    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 119,671 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,217,963.

    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).