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Aprio Wealth Management, LLC: RY position timeline

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

Aprio Wealth Management, LLC held 11,844 RY 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 11,844 shares
    Change vs previous 13F +468 shares

    0.12% of the 13F portfolio, value $2,451,353.

    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 11,376 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $1,840,409.

    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 11,076 shares
    Change vs previous 13F +225 shares

    0.11% of the 13F portfolio, value $1,898,406.

    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 10,851 shares
    Change vs previous 13F +281 shares

    0.16% of the 13F portfolio, value $1,598,569.

    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 10,570 shares
    Change vs previous 13F +925 shares

    0.16% of the 13F portfolio, value $1,390,484.

    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 9,645 shares
    Change vs previous 13F +300 shares

    0.14% of the 13F portfolio, value $1,087,184.

    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 9,345 shares
    Change vs previous 13F +915 shares

    0.16% of the 13F portfolio, value $1,126,166.

    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 8,430 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,051,474.

    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).