Aprio Wealth Management, LLC: TFI position timeline

Aprio Wealth Management, LLC held 15,657 TFI 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 15,657 shares

   Change vs previous 13F +220 shares

   0.04% of the 13F portfolio, value $717,083.

   13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 15,437 shares

   Change vs previous 13F -1,989 shares

   0.04% of the 13F portfolio, value $699,914.

   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).

3. period ended2025-12-31

   13F 17,426 shares

   Change vs previous 13F +182 shares

   0.05% of the 13F portfolio, value $796,525.

   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).

4. period ended2025-09-30

   13F 17,244 shares

   Change vs previous 13F +10,540 shares

   0.08% of the 13F portfolio, value $785,809.

   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).

5. period ended2025-06-30

   13F 6,704 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $299,468.

   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).