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Disclosery

Advisor OS, LLC: FNDX position timeline

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

Advisor OS, LLC held 14,768 FNDX 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 14,768 shares
    Change vs previous 13F -29,711 shares

    0.03% of the 13F portfolio, value $459,290.

    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 44,479 shares
    Change vs previous 13F +27,174 shares

    0.09% of the 13F portfolio, value $1,238,722.

    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 17,305 shares
    Change vs previous 13F -1,547 shares

    0.04% of the 13F portfolio, value $470,888.

    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 18,852 shares
    Change vs previous 13F -1,179 shares

    0.04% of the 13F portfolio, value $495,808.

    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 20,031 shares
    Change vs previous 13F +3,940 shares

    0.05% of the 13F portfolio, value $491,562.

    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 16,091 shares
    Change vs previous 13F +2,136 shares

    0.04% of the 13F portfolio, value $379,925.

    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 13,955 shares
    Change vs previous 13F +9,483 shares

    0.04% of the 13F portfolio, value $330,434.

    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 4,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $320,857.

    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).