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Disclosery

Advisor OS, LLC: CEFS position timeline

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

Advisor OS, LLC held 15,420 CEFS 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 15,420 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $395,357.

    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 15,462 shares
    Change vs previous 13F -9,350 shares

    0.03% of the 13F portfolio, value $348,672.

    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 24,812 shares
    Change vs previous 13F +1,534 shares

    0.05% of the 13F portfolio, value $571,679.

    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 23,278 shares
    Change vs previous 13F +2,550 shares

    0.05% of the 13F portfolio, value $530,030.

    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 20,728 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $460,990.

    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).