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Disclosery

Advisor OS, LLC: IJH position timeline

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

Advisor OS, LLC held 6,402 IJH 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 6,402 shares
    Change vs previous 13F -1,076 shares

    0.03% of the 13F portfolio, value $493,632.

    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 7,478 shares
    Change vs previous 13F +936 shares

    0.04% of the 13F portfolio, value $504,935.

    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 6,542 shares
    Change vs previous 13F +409 shares

    0.03% of the 13F portfolio, value $431,771.

    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 6,133 shares
    Change vs previous 13F +692 shares

    0.03% of the 13F portfolio, value $400,304.

    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 5,441 shares
    Change vs previous 13F +541 shares

    0.03% of the 13F portfolio, value $337,472.

    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 4,900 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $285,901.

    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 4,863 shares
    Change vs previous 13F +327 shares

    0.04% of the 13F portfolio, value $303,030.

    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 4,536 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $282,710.

    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).