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Disclosery

Advisor OS, LLC: CLOI position timeline

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

Advisor OS, LLC held 126,017 CLOI 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 126,017 shares
    Change vs previous 13F +9,319 shares

    0.45% of the 13F portfolio, value $6,672,577.

    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 116,698 shares
    Change vs previous 13F +75,385 shares

    0.45% of the 13F portfolio, value $6,150,016.

    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 41,313 shares
    Change vs previous 13F +3,462 shares

    0.18% of the 13F portfolio, value $2,181,726.

    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 37,851 shares
    Change vs previous 13F -886 shares

    0.17% of the 13F portfolio, value $2,009,913.

    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 38,737 shares
    Change vs previous 13F +9,741 shares

    0.2% of the 13F portfolio, value $2,051,131.

    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 28,996 shares
    Change vs previous 13F +3,126 shares

    0.17% of the 13F portfolio, value $1,532,128.

    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 25,870 shares
    Change vs previous 13F +1,274 shares

    0.16% of the 13F portfolio, value $1,365,180.

    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 24,596 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,304,559.

    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).