Skip to content
Disclosery

Advisor OS, LLC: AVUV position timeline

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

Advisor OS, LLC held 119,280 AVUV 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 119,280 shares
    Change vs previous 13F +3,955 shares

    0.99% of the 13F portfolio, value $14,881,378.

    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 115,325 shares
    Change vs previous 13F +39,136 shares

    0.92% of the 13F portfolio, value $12,739,956.

    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 76,189 shares
    Change vs previous 13F -4,797 shares

    0.63% of the 13F portfolio, value $7,769,752.

    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 80,986 shares
    Change vs previous 13F -5,229 shares

    0.7% of the 13F portfolio, value $8,060,590.

    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 86,215 shares
    Change vs previous 13F -78,626 shares

    0.77% of the 13F portfolio, value $7,854,168.

    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 164,841 shares
    Change vs previous 13F -60,586 shares

    1.64% of the 13F portfolio, value $14,369,227.

    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 225,427 shares
    Change vs previous 13F +5,650 shares

    2.52% of the 13F portfolio, value $21,760,432.

    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 219,777 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $21,087,579.

    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).