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Aprio Wealth Management, LLC: VALE position timeline

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

Aprio Wealth Management, LLC held 58,835 VALE 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 58,835 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $884,878.

    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 58,938 shares
    Change vs previous 13F +4,115 shares

    0.05% of the 13F portfolio, value $937,704.

    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 54,823 shares
    Change vs previous 13F +12,406 shares

    0.04% of the 13F portfolio, value $714,344.

    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 42,417 shares
    Change vs previous 13F +10,527 shares

    0.05% of the 13F portfolio, value $460,649.

    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 31,890 shares
    Change vs previous 13F -56,595 shares

    0.03% of the 13F portfolio, value $309,652.

    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 88,485 shares
    Change vs previous 13F +39,792 shares

    0.11% of the 13F portfolio, value $883,080.

    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 48,693 shares
    Change vs previous 13F +23,845 shares

    0.06% of the 13F portfolio, value $431,907.

    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 24,848 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $290,225.

    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).