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Aprio Wealth Management, LLC: ING position timeline

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

Aprio Wealth Management, LLC held 25,101 ING 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 25,101 shares
    Change vs previous 13F +1,034 shares

    0.04% of the 13F portfolio, value $787,659.

    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 24,067 shares
    Change vs previous 13F +827 shares

    0.03% of the 13F portfolio, value $626,937.

    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 23,240 shares
    Change vs previous 13F +370 shares

    0.04% of the 13F portfolio, value $650,711.

    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 22,870 shares
    Change vs previous 13F +747 shares

    0.06% of the 13F portfolio, value $596,441.

    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 22,123 shares
    Change vs previous 13F +3,046 shares

    0.05% of the 13F portfolio, value $483,823.

    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 19,077 shares
    Change vs previous 13F +6,075 shares

    0.05% of the 13F portfolio, value $373,718.

    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 13,002 shares
    Change vs previous 13F -639 shares

    0.03% of the 13F portfolio, value $203,741.

    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 13,641 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $247,721.

    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).