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Disclosery

Advisor OS, LLC: CGUS position timeline

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

Advisor OS, LLC held 20,485 CGUS 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 20,485 shares
    Change vs previous 13F -9,274 shares

    0.06% of the 13F portfolio, value $911,153.

    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 29,759 shares
    Change vs previous 13F +1,929 shares

    0.08% of the 13F portfolio, value $1,143,330.

    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 27,830 shares
    Change vs previous 13F +3,222 shares

    0.09% of the 13F portfolio, value $1,119,586.

    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 24,608 shares
    Change vs previous 13F +1,812 shares

    0.08% of the 13F portfolio, value $972,998.

    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 22,796 shares
    Change vs previous 13F +4,557 shares

    0.08% of the 13F portfolio, value $841,856.

    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 18,239 shares
    Change vs previous 13F +5,028 shares

    0.07% of the 13F portfolio, value $609,183.

    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 13,211 shares
    Change vs previous 13F +131 shares

    0.05% of the 13F portfolio, value $461,989.

    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 13,080 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $448,382.

    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).