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Aprio Wealth Management, LLC: PPA position timeline

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

Aprio Wealth Management, LLC held 6,665 PPA 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 6,665 shares
    Change vs previous 13F -1,149 shares

    0.06% of the 13F portfolio, value $1,177,420.

    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 7,814 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $1,294,814.

    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 8,214 shares
    Change vs previous 13F -721 shares

    0.07% of the 13F portfolio, value $1,286,570.

    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 8,935 shares
    Change vs previous 13F +765 shares

    0.14% of the 13F portfolio, value $1,388,956.

    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 8,170 shares
    Change vs previous 13F +942 shares

    0.13% of the 13F portfolio, value $1,157,619.

    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 7,228 shares
    Change vs previous 13F +2,392 shares

    0.11% of the 13F portfolio, value $842,406.

    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 4,836 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $554,865.

    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).