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Aprio Wealth Management, LLC: TDIV position timeline

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

Aprio Wealth Management, LLC held 379,768 TDIV 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 379,768 shares
    Change vs previous 13F -9,138 shares

    2.16% of the 13F portfolio, value $43,627,736.

    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 388,906 shares
    Change vs previous 13F +12,296 shares

    1.99% of the 13F portfolio, value $36,424,905.

    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 376,610 shares
    Change vs previous 13F +15,258 shares

    2.09% of the 13F portfolio, value $36,470,924.

    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 361,352 shares
    Change vs previous 13F +7,532 shares

    3.54% of the 13F portfolio, value $35,625,648.

    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 353,820 shares
    Change vs previous 13F +70,056 shares

    3.6% of the 13F portfolio, value $31,903,939.

    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 283,764 shares
    Change vs previous 13F +87,743 shares

    2.62% of the 13F portfolio, value $20,887,836.

    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 196,021 shares
    Change vs previous 13F +17,151 shares

    2.24% of the 13F portfolio, value $15,379,785.

    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 178,870 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $14,363,222.

    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).