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Advisor OS, LLC: IBKR position timeline

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

Advisor OS, LLC held 5,810 IBKR 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 5,810 shares
    Change vs previous 13F -1,397 shares

    0.03% of the 13F portfolio, value $505,696.

    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 7,207 shares
    Change vs previous 13F -5,494 shares

    0.03% of the 13F portfolio, value $483,369.

    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 12,701 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $816,810.

    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 12,636 shares
    Change vs previous 13F -2,331 shares

    0.08% of the 13F portfolio, value $869,485.

    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 14,967 shares
    Change vs previous 13F +10,428 shares

    0.08% of the 13F portfolio, value $829,343.

    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 4,539 shares
    Change vs previous 13F -515 shares

    0.09% of the 13F portfolio, value $751,669.

    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 5,054 shares
    Change vs previous 13F -2,574 shares

    0.1% of the 13F portfolio, value $892,950.

    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 7,628 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,063,086.

    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).