Skip to content
Disclosery

Advisor OS, LLC: EFA position timeline

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

Advisor OS, LLC held 19,468 EFA 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 19,468 shares
    Change vs previous 13F +234 shares

    0.13% of the 13F portfolio, value $2,022,345.

    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 19,234 shares
    Change vs previous 13F -9,393 shares

    0.14% of the 13F portfolio, value $1,868,244.

    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 28,627 shares
    Change vs previous 13F +1,163 shares

    0.22% of the 13F portfolio, value $2,749,031.

    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 27,464 shares
    Change vs previous 13F +1,018 shares

    0.22% of the 13F portfolio, value $2,564,328.

    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 26,446 shares
    Change vs previous 13F +3,222 shares

    0.23% of the 13F portfolio, value $2,364,023.

    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 23,224 shares
    Change vs previous 13F +381 shares

    0.22% of the 13F portfolio, value $1,898,113.

    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 22,843 shares
    Change vs previous 13F +3,081 shares

    0.2% of the 13F portfolio, value $1,727,174.

    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 19,762 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,652,703.

    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).