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Advisor OS, LLC: IEFA position timeline

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

Advisor OS, LLC held 9,191 IEFA 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 9,191 shares
    Change vs previous 13F -37,826 shares

    0.06% of the 13F portfolio, value $887,664.

    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 47,017 shares
    Change vs previous 13F +39,620 shares

    0.31% of the 13F portfolio, value $4,256,461.

    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 7,397 shares
    Change vs previous 13F +1,177 shares

    0.05% of the 13F portfolio, value $661,712.

    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 6,220 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $543,107.

    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 6,287 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $524,876.

    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 6,280 shares
    Change vs previous 13F -304 shares

    0.05% of the 13F portfolio, value $475,064.

    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 6,584 shares
    Change vs previous 13F +515 shares

    0.05% of the 13F portfolio, value $462,707.

    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 6,069 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $473,686.

    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).