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Disclosery

Advisor OS, LLC: BLK position timeline

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

Advisor OS, LLC held 654 BLK 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 654 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $629,004.

    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 664 shares
    Change vs previous 13F -317 shares

    0.05% of the 13F portfolio, value $638,659.

    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 981 shares
    Change vs previous 13F +158 shares

    0.08% of the 13F portfolio, value $1,050,366.

    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 823 shares
    Change vs previous 13F -30 shares

    0.08% of the 13F portfolio, value $959,795.

    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 853 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $894,955.

    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 802 shares
    Change vs previous 13F +136 shares

    0.09% of the 13F portfolio, value $758,929.

    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 666 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $682,517.

    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).