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Disclosery

Advisor OS, LLC: FLTB position timeline

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

Advisor OS, LLC held 41,362 FLTB 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 41,362 shares
    Change vs previous 13F +17,506 shares

    0.14% of the 13F portfolio, value $2,073,480.

    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 23,856 shares
    Change vs previous 13F +6,722 shares

    0.09% of the 13F portfolio, value $1,199,259.

    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 17,134 shares
    Change vs previous 13F +674 shares

    0.07% of the 13F portfolio, value $868,025.

    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 16,460 shares
    Change vs previous 13F +1,683 shares

    0.07% of the 13F portfolio, value $833,852.

    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 14,777 shares
    Change vs previous 13F +2,327 shares

    0.07% of the 13F portfolio, value $744,765.

    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 12,450 shares
    Change vs previous 13F +4,557 shares

    0.07% of the 13F portfolio, value $623,635.

    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 7,893 shares
    Change vs previous 13F +803 shares

    0.05% of the 13F portfolio, value $391,715.

    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 7,090 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $357,101.

    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).