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Disclosery

Advisor OS, LLC: DELL position timeline

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

Advisor OS, LLC held 8,146 DELL 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 8,146 shares
    Change vs previous 13F -4,033 shares

    0.23% of the 13F portfolio, value $3,514,955.

    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 12,179 shares
    Change vs previous 13F +1,072 shares

    0.14% of the 13F portfolio, value $1,999,042.

    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 11,107 shares
    Change vs previous 13F +983 shares

    0.11% of the 13F portfolio, value $1,398,271.

    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 10,124 shares
    Change vs previous 13F +1,329 shares

    0.12% of the 13F portfolio, value $1,435,181.

    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 8,795 shares
    Change vs previous 13F +1,595 shares

    0.11% of the 13F portfolio, value $1,078,334.

    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 7,200 shares
    Change vs previous 13F +954 shares

    0.07% of the 13F portfolio, value $656,237.

    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 6,246 shares
    Change vs previous 13F +2,567 shares

    0.08% of the 13F portfolio, value $719,809.

    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 3,679 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $436,116.

    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).