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Aprio Wealth Management, LLC: IDGT position timeline

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

Aprio Wealth Management, LLC held 218,032 IDGT 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 218,032 shares
    Change vs previous 13F +7,608 shares

    1.29% of the 13F portfolio, value $26,107,168.

    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 210,424 shares
    Change vs previous 13F +38,935 shares

    1.12% of the 13F portfolio, value $20,577,405.

    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 171,489 shares
    Change vs previous 13F +8,066 shares

    0.84% of the 13F portfolio, value $14,576,540.

    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 163,423 shares
    Change vs previous 13F +6,737 shares

    1.41% of the 13F portfolio, value $14,174,936.

    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 156,686 shares
    Change vs previous 13F -225 shares

    1.47% of the 13F portfolio, value $13,004,836.

    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 156,911 shares
    Change vs previous 13F +23,558 shares

    1.45% of the 13F portfolio, value $11,580,027.

    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 133,353 shares
    Change vs previous 13F +24,324 shares

    1.57% of the 13F portfolio, value $10,741,779.

    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 109,029 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $8,596,810.

    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).