BBDO β€” BANCO BRADESCO S A

Ownership history in Aprio Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Aprio Wealth Management, LLC reported BANCO BRADESCO S A (BBDO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows BBDO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBDO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aprio Wealth Management, LLC's position in BANCO BRADESCO S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBDO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aprio Wealth Management, LLC held BBDO β€” position size vs. price
% of Fund (quarterly)    BBDO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 19,115 β€” 0% 0.00% $55K 2026-02-14 (Est.) $3.51
2025 Q3 UNCHANGED 19,115 β€” 0% 0.01% $56K 2025-11-12 $3.14
2025 Q2 REDUCED 19,115 -1,572 -7.6% 0.01% $52K 2025-08-14 $2.53
2025 Q1 INITIATED 20,687 β€” β€” 0.01% $43K 2025-05-15 $2.34

🏒 Other funds also holding BBDO

As of 2026 Q1 β€” sorted by position size

Intergy Private Wealth, LLC 3Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Aprio Wealth Management, LLC and BBDO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aprio Wealth Management, LLC reported owning BBDO?

Aprio Wealth Management, LLC reported BBDO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BBDO position in Aprio Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BBDO was 0.01% in 2025 Q2.

What is the latest reported BBDO position on this page?

The most recent filing on this page is 2025 Q4, when Aprio Wealth Management, LLC reported 19,115 shares, equal to 0.00% of portfolio, with an estimated market value of $55K.

What does the chart on this BBDO ownership page compare?

The chart compares Aprio Wealth Management, LLC's quarterly BBDO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Aprio Wealth Management, LLC Holdings