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Aprio Wealth Management, LLC: MTBA position timeline

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

Aprio Wealth Management, LLC held 485,119 MTBA 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 485,119 shares
    Change vs previous 13F +21,794 shares

    1.18% of the 13F portfolio, value $23,804,777.

    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 463,325 shares
    Change vs previous 13F +15,954 shares

    1.25% of the 13F portfolio, value $22,916,056.

    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 447,371 shares
    Change vs previous 13F +32,492 shares

    1.29% of the 13F portfolio, value $22,551,976.

    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 414,879 shares
    Change vs previous 13F +29,193 shares

    2.08% of the 13F portfolio, value $20,889,143.

    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 385,686 shares
    Change vs previous 13F +89,638 shares

    2.18% of the 13F portfolio, value $19,319,030.

    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 296,048 shares
    Change vs previous 13F +88,962 shares

    1.86% of the 13F portfolio, value $14,843,839.

    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 207,086 shares
    Change vs previous 13F +29,872 shares

    1.5% of the 13F portfolio, value $10,290,085.

    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 177,214 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $9,122,961.

    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).