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Aprio Wealth Management, LLC: VTEB position timeline

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

Aprio Wealth Management, LLC held 287,867 VTEB 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 287,867 shares
    Change vs previous 13F -18,464 shares

    0.72% of the 13F portfolio, value $14,560,334.

    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 306,331 shares
    Change vs previous 13F +125,886 shares

    0.83% of the 13F portfolio, value $15,282,836.

    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 180,445 shares
    Change vs previous 13F +8,466 shares

    0.84% of the 13F portfolio, value $14,588,661.

    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 171,979 shares
    Change vs previous 13F -30,411 shares

    0.86% of the 13F portfolio, value $8,610,988.

    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 202,390 shares
    Change vs previous 13F +37,279 shares

    1.12% of the 13F portfolio, value $9,923,185.

    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 165,111 shares
    Change vs previous 13F +38,665 shares

    1.03% of the 13F portfolio, value $8,192,813.

    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 126,446 shares
    Change vs previous 13F +16,569 shares

    0.92% of the 13F portfolio, value $6,338,749.

    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 109,877 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,616,912.

    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).