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Disclosery

Advisor OS, LLC: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor OS, LLC on APH, newest first. How the timeline and the estimate are built.

Advisor OS, LLC held 12,913 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,913 shares
    Change vs previous 13F +302 shares

    0.15% of the 13F portfolio, value $2,276,892.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 12,611 shares
    Change vs previous 13F +3,658 shares

    0.12% of the 13F portfolio, value $1,593,447.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 8,953 shares
    Change vs previous 13F -564 shares

    0.1% of the 13F portfolio, value $1,209,919.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 9,517 shares
    Change vs previous 13F +1,039 shares

    0.1% of the 13F portfolio, value $1,177,750.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 8,478 shares
    Change vs previous 13F +167 shares

    0.08% of the 13F portfolio, value $837,217.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 8,311 shares
    Change vs previous 13F +728 shares

    0.06% of the 13F portfolio, value $545,088.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 7,583 shares
    Change vs previous 13F -529 shares

    0.06% of the 13F portfolio, value $526,668.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 8,112 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $528,597.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).