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Advisor OS, LLC: CDNS position timeline

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

Advisor OS, LLC held 1,095 CDNS 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 1,095 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $410,976.

    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 1,254 shares
    Change vs previous 13F -1,622 shares

    0.03% of the 13F portfolio, value $348,448.

    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 2,876 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $898,981.

    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 2,796 shares
    Change vs previous 13F -73 shares

    0.08% of the 13F portfolio, value $982,124.

    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 2,869 shares
    Change vs previous 13F -337 shares

    0.09% of the 13F portfolio, value $884,082.

    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 3,206 shares
    Change vs previous 13F -363 shares

    0.09% of the 13F portfolio, value $815,382.

    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 3,569 shares
    Change vs previous 13F -735 shares

    0.12% of the 13F portfolio, value $1,072,342.

    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 4,304 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,166,514.

    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).