Advisor OS, LLC: IBDS position timeline

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

Advisor OS, LLC held 15,952 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 15,952 shares
Change vs previous 13F +4,337 shares
0.03% of the 13F portfolio, value $386,359.
13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,615 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $281,548.
13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).