Advisor OS, LLC: GWW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor OS, LLC on GWW, newest first. How the timeline and the estimate are built.
Advisor OS, LLC held 203 GWW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 203 sharesChange vs previous 13F -2 shares
0.02% of the 13F portfolio, value $276,751.
13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 205 sharesChange vs previous 13F +205 shares
0.02% of the 13F portfolio, value $223,946.
13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -314 shares
13F-HR 0001085146-25-005980 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 314 sharesChange vs previous 13F +46 shares
0.03% of the 13F portfolio, value $326,873.
13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 268 sharesChange vs previous 13F -19 shares
0.03% of the 13F portfolio, value $264,945.
13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 287 sharesChange vs previous 13F +70 shares
0.04% of the 13F portfolio, value $302,734.
13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 217 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $225,639.
13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).