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Advisor OS, LLC: ET position timeline

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

Advisor OS, LLC held 46,950 ET 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 46,950 shares
    Change vs previous 13F -3,579 shares

    0.06% of the 13F portfolio, value $897,702.

    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 50,529 shares
    Change vs previous 13F +2,377 shares

    0.07% of the 13F portfolio, value $975,207.

    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 48,152 shares
    Change vs previous 13F -1,653 shares

    0.06% of the 13F portfolio, value $794,024.

    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 49,805 shares
    Change vs previous 13F +3,338 shares

    0.07% of the 13F portfolio, value $854,656.

    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 46,467 shares
    Change vs previous 13F -3,468 shares

    0.08% of the 13F portfolio, value $842,449.

    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 49,935 shares
    Change vs previous 13F +1,345 shares

    0.11% of the 13F portfolio, value $928,285.

    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 48,590 shares
    Change vs previous 13F +2,580 shares

    0.11% of the 13F portfolio, value $951,872.

    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 46,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $738,465.

    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).