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Disclosery

Advisor OS, LLC: IGSB position timeline

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

Advisor OS, LLC held 22,846 IGSB 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 22,846 shares
    Change vs previous 13F -153 shares

    0.08% of the 13F portfolio, value $1,197,359.

    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 22,999 shares
    Change vs previous 13F +36 shares

    0.09% of the 13F portfolio, value $1,208,827.

    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 22,963 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $1,214,284.

    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 22,834 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $1,210,887.

    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 22,992 shares
    Change vs previous 13F -1,673 shares

    0.12% of the 13F portfolio, value $1,213,058.

    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 24,665 shares
    Change vs previous 13F -417 shares

    0.15% of the 13F portfolio, value $1,291,706.

    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 25,082 shares
    Change vs previous 13F +2,399 shares

    0.15% of the 13F portfolio, value $1,296,739.

    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 22,683 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,194,487.

    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).