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Disclosery

Advisor OS, LLC: BRO position timeline

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

Advisor OS, LLC held 6,690 BRO 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 6,690 shares
    Change vs previous 13F +1,009 shares

    0.03% of the 13F portfolio, value $429,161.

    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 5,681 shares
    Change vs previous 13F +219 shares

    0.03% of the 13F portfolio, value $370,483.

    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 5,462 shares
    Change vs previous 13F +233 shares

    0.04% of the 13F portfolio, value $435,289.

    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 5,229 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $490,387.

    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 5,229 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $579,730.

    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 5,378 shares
    Change vs previous 13F -123 shares

    0.08% of the 13F portfolio, value $669,042.

    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 5,501 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $561,226.

    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).