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Aprio Wealth Management, LLC: TOLZ position timeline

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

Aprio Wealth Management, LLC held 372,604 TOLZ 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 372,604 shares
    Change vs previous 13F -13,894 shares

    1.09% of the 13F portfolio, value $22,084,263.

    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 386,498 shares
    Change vs previous 13F -14,784 shares

    1.27% of the 13F portfolio, value $23,182,172.

    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 401,282 shares
    Change vs previous 13F -5,901 shares

    1.25% of the 13F portfolio, value $21,729,407.

    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 407,183 shares
    Change vs previous 13F -17,041 shares

    2.19% of the 13F portfolio, value $22,034,852.

    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 424,224 shares
    Change vs previous 13F -116,259 shares

    2.58% of the 13F portfolio, value $22,845,320.

    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 540,483 shares
    Change vs previous 13F -50,691 shares

    3.57% of the 13F portfolio, value $28,458,834.

    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 591,174 shares
    Change vs previous 13F +80,285 shares

    4.24% of the 13F portfolio, value $29,038,480.

    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 510,889 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $25,830,943.

    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).