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Disclosery

Advisor OS, LLC: IJR position timeline

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

Advisor OS, LLC held 4,490 IJR 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 4,490 shares
    Change vs previous 13F -8,685 shares

    0.04% of the 13F portfolio, value $665,994.

    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 13,175 shares
    Change vs previous 13F +1,892 shares

    0.12% of the 13F portfolio, value $1,637,767.

    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 11,283 shares
    Change vs previous 13F -427 shares

    0.11% of the 13F portfolio, value $1,356,060.

    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 11,710 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $1,391,448.

    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 11,724 shares
    Change vs previous 13F -1,676 shares

    0.13% of the 13F portfolio, value $1,281,354.

    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 13,400 shares
    Change vs previous 13F +173 shares

    0.16% of the 13F portfolio, value $1,401,198.

    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 13,227 shares
    Change vs previous 13F -1,503 shares

    0.18% of the 13F portfolio, value $1,524,024.

    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 14,730 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,722,746.

    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).