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Disclosery

Advisor OS, LLC: GVI position timeline

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

Advisor OS, LLC held 15,184 GVI 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 15,184 shares
    Change vs previous 13F +6,745 shares

    0.11% of the 13F portfolio, value $1,610,978.

    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 8,439 shares
    Change vs previous 13F +2,532 shares

    0.07% of the 13F portfolio, value $900,262.

    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 5,907 shares
    Change vs previous 13F +299 shares

    0.05% of the 13F portfolio, value $634,080.

    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 5,608 shares
    Change vs previous 13F +299 shares

    0.05% of the 13F portfolio, value $602,487.

    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 5,309 shares
    Change vs previous 13F +166 shares

    0.06% of the 13F portfolio, value $566,938.

    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 5,143 shares
    Change vs previous 13F +1,533 shares

    0.06% of the 13F portfolio, value $545,258.

    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 3,610 shares
    Change vs previous 13F +1,037 shares

    0.04% of the 13F portfolio, value $376,251.

    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 2,573 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $275,530.

    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).