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Disclosery

Advisor OS, LLC: FLTR position timeline

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

Advisor OS, LLC held 87,184 FLTR 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 87,184 shares
    Change vs previous 13F +32,081 shares

    0.15% of the 13F portfolio, value $2,232,795.

    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 55,103 shares
    Change vs previous 13F -6,558 shares

    0.1% of the 13F portfolio, value $1,404,022.

    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 61,661 shares
    Change vs previous 13F +6,700 shares

    0.13% of the 13F portfolio, value $1,571,120.

    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 54,961 shares
    Change vs previous 13F -83 shares

    0.12% of the 13F portfolio, value $1,405,344.

    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 55,044 shares
    Change vs previous 13F +7,943 shares

    0.14% of the 13F portfolio, value $1,403,621.

    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 47,101 shares
    Change vs previous 13F +13,468 shares

    0.14% of the 13F portfolio, value $1,203,427.

    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 33,633 shares
    Change vs previous 13F -593,279 shares

    0.1% of the 13F portfolio, value $855,958.

    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 626,912 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $15,967,444.

    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).