Skip to content
Disclosery

Aprio Wealth Management, LLC: VOT position timeline

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

Aprio Wealth Management, LLC held 21,786 VOT 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 21,786 shares
    Change vs previous 13F -1,179 shares

    0.33% of the 13F portfolio, value $6,672,940.

    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 22,965 shares
    Change vs previous 13F -1,869 shares

    0.32% of the 13F portfolio, value $5,910,059.

    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 24,834 shares
    Change vs previous 13F -846 shares

    0.4% of the 13F portfolio, value $6,932,194.

    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 25,680 shares
    Change vs previous 13F -9,244 shares

    0.75% of the 13F portfolio, value $7,544,396.

    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 34,924 shares
    Change vs previous 13F -19,403 shares

    1.12% of the 13F portfolio, value $9,932,066.

    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 54,327 shares
    Change vs previous 13F +10,223 shares

    1.66% of the 13F portfolio, value $13,290,554.

    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 44,104 shares
    Change vs previous 13F +5,488 shares

    1.63% of the 13F portfolio, value $11,191,286.

    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 38,616 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $9,401,735.

    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).