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Aprio Wealth Management, LLC: PFF position timeline

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

Aprio Wealth Management, LLC held 108,135 PFF 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 108,135 shares
    Change vs previous 13F +6,581 shares

    0.16% of the 13F portfolio, value $3,297,025.

    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 101,554 shares
    Change vs previous 13F +2,522 shares

    0.17% of the 13F portfolio, value $3,079,126.

    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 99,032 shares
    Change vs previous 13F +1,385 shares

    0.18% of the 13F portfolio, value $3,066,041.

    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 97,647 shares
    Change vs previous 13F +2,085 shares

    0.31% of the 13F portfolio, value $3,087,597.

    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 95,562 shares
    Change vs previous 13F -2,931 shares

    0.33% of the 13F portfolio, value $2,931,852.

    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 98,493 shares
    Change vs previous 13F +2,768 shares

    0.38% of the 13F portfolio, value $3,026,675.

    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 95,725 shares
    Change vs previous 13F +13,193 shares

    0.44% of the 13F portfolio, value $3,009,583.

    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 82,532 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,742,546.

    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).