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Aprio Wealth Management, LLC: TUA position timeline

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

Aprio Wealth Management, LLC held 210,655 TUA 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 210,655 shares
    Change vs previous 13F -22,473 shares

    0.21% of the 13F portfolio, value $4,302,624.

    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 233,128 shares
    Change vs previous 13F -62,507 shares

    0.27% of the 13F portfolio, value $4,919,009.

    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 295,635 shares
    Change vs previous 13F -8,274 shares

    0.37% of the 13F portfolio, value $6,475,290.

    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 303,909 shares
    Change vs previous 13F -10,225 shares

    0.66% of the 13F portfolio, value $6,646,500.

    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 314,134 shares
    Change vs previous 13F -587,608 shares

    0.78% of the 13F portfolio, value $6,920,373.

    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 901,742 shares
    Change vs previous 13F -304,252 shares

    2.48% of the 13F portfolio, value $19,811,265.

    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 1,205,994 shares
    Change vs previous 13F +150,852 shares

    3.73% of the 13F portfolio, value $25,591,197.

    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 1,055,142 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $24,257,722.

    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).