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Aprio Wealth Management, LLC: IUSB position timeline

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

Aprio Wealth Management, LLC held 26,543 IUSB 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 26,543 shares
    Change vs previous 13F +40 shares

    0.06% of the 13F portfolio, value $1,224,963.

    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 26,503 shares
    Change vs previous 13F -2,993 shares

    0.07% of the 13F portfolio, value $1,224,190.

    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 29,496 shares
    Change vs previous 13F -5,762 shares

    0.08% of the 13F portfolio, value $1,372,741.

    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 35,258 shares
    Change vs previous 13F -2,538 shares

    0.16% of the 13F portfolio, value $1,646,880.

    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 37,796 shares
    Change vs previous 13F -23,684 shares

    0.2% of the 13F portfolio, value $1,747,310.

    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 61,480 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,833,005.

    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).