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Disclosery

Advisor OS, LLC: AVDE position timeline

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

Advisor OS, LLC held 9,939 AVDE 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 9,939 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $886,598.

    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 9,944 shares
    Change vs previous 13F -663 shares

    0.06% of the 13F portfolio, value $843,624.

    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 10,607 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $873,172.

    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 10,741 shares
    Change vs previous 13F -3,868 shares

    0.07% of the 13F portfolio, value $847,457.

    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 14,609 shares
    Change vs previous 13F -4,103 shares

    0.11% of the 13F portfolio, value $1,081,204.

    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 18,712 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,240,045.

    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).