Aprio Wealth Management, LLC: MRSH position timeline

Aprio Wealth Management, LLC held 1,533 MRSH 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 1,533 shares

   Change vs previous 13F -920 shares

   0.01% of the 13F portfolio, value $255,506.

   13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,453 shares

   Change vs previous 13F +703 shares

   0.02% of the 13F portfolio, value $425,469.

   13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,750 shares

   Change vs previous 13F -432 shares

   0.02% of the 13F portfolio, value $376,107.

   13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,182 shares

   Change vs previous 13F -630 shares

   0.04% of the 13F portfolio, value $439,698.

   13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,812 shares

   Change vs previous 13F -136 shares

   0.07% of the 13F portfolio, value $614,898.

   13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,948 shares

   Change vs previous 13F +602 shares

   0.09% of the 13F portfolio, value $719,280.

   13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,346 shares

   Change vs previous 13F +456 shares

   0.07% of the 13F portfolio, value $498,255.

   13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,890 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $421,567.

   13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).