Aprio Wealth Management, LLC: PTC position timeline

Aprio Wealth Management, LLC held 0 PTC shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,574 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,574 shares

   Change vs previous 13F -3 shares

   0.02% of the 13F portfolio, value $274,207.

   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).

3. period ended2025-09-30

   13F 1,577 shares

   Change vs previous 13F -2 shares

   0.03% of the 13F portfolio, value $320,163.

   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).

4. period ended2025-06-30

   13F 1,579 shares

   Change vs previous 13F +76 shares

   0.03% of the 13F portfolio, value $272,125.

   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).

5. period ended2025-03-31

   13F 1,503 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $232,890.

   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).