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Disclosery

Advisor OS, LLC: FTLS position timeline

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

Advisor OS, LLC held 45,397 FTLS 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 45,397 shares
    Change vs previous 13F +5,978 shares

    0.22% of the 13F portfolio, value $3,350,299.

    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 39,419 shares
    Change vs previous 13F -23,018 shares

    0.2% of the 13F portfolio, value $2,773,521.

    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 62,437 shares
    Change vs previous 13F +36,311 shares

    0.36% of the 13F portfolio, value $4,432,424.

    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 26,126 shares
    Change vs previous 13F +8,344 shares

    0.16% of the 13F portfolio, value $1,827,514.

    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 17,782 shares
    Change vs previous 13F +13,308 shares

    0.12% of the 13F portfolio, value $1,178,591.

    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 4,474 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,694.

    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).