Skip to content
Disclosery

Aprio Wealth Management, LLC: NCDL position timeline

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

Aprio Wealth Management, LLC held 105,017 NCDL 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 105,017 shares
    Change vs previous 13F -11,392 shares

    0.06% of the 13F portfolio, value $1,304,316.

    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 116,409 shares
    Change vs previous 13F +1,356 shares

    0.08% of the 13F portfolio, value $1,480,726.

    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 115,053 shares
    Change vs previous 13F +879 shares

    0.09% of the 13F portfolio, value $1,534,806.

    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 114,174 shares
    Change vs previous 13F +742 shares

    0.16% of the 13F portfolio, value $1,575,605.

    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 113,432 shares
    Change vs previous 13F +961 shares

    0.21% of the 13F portfolio, value $1,836,464.

    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 112,471 shares
    Change vs previous 13F +867 shares

    0.24% of the 13F portfolio, value $1,909,758.

    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 111,604 shares
    Change vs previous 13F +56,916 shares

    0.27% of the 13F portfolio, value $1,872,710.

    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 54,688 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $952,665.

    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).