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Aprio Wealth Management, LLC: XC position timeline

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

Aprio Wealth Management, LLC held 297,246 XC 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 297,246 shares
    Change vs previous 13F -24,437 shares

    0.47% of the 13F portfolio, value $9,422,921.

    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 321,683 shares
    Change vs previous 13F +25,039 shares

    0.55% of the 13F portfolio, value $10,036,517.

    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 296,644 shares
    Change vs previous 13F +33,159 shares

    0.55% of the 13F portfolio, value $9,624,585.

    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 263,485 shares
    Change vs previous 13F +39,330 shares

    0.91% of the 13F portfolio, value $9,125,803.

    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 224,155 shares
    Change vs previous 13F +41,707 shares

    0.87% of the 13F portfolio, value $7,715,586.

    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 182,448 shares
    Change vs previous 13F +24,587 shares

    0.68% of the 13F portfolio, value $5,420,739.

    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 157,861 shares
    Change vs previous 13F +18,784 shares

    0.71% of the 13F portfolio, value $4,852,858.

    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 139,077 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,587,150.

    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).