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Disclosery

Advisor OS, LLC: ISPY position timeline

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

Advisor OS, LLC held 179,938 ISPY 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 179,938 shares
    Change vs previous 13F +9,939 shares

    0.58% of the 13F portfolio, value $8,671,210.

    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 169,999 shares
    Change vs previous 13F +3,200 shares

    0.53% of the 13F portfolio, value $7,369,457.

    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 166,799 shares
    Change vs previous 13F +7,364 shares

    0.61% of the 13F portfolio, value $7,611,034.

    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 159,435 shares
    Change vs previous 13F -8,950 shares

    0.62% of the 13F portfolio, value $7,192,105.

    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 168,385 shares
    Change vs previous 13F +19,130 shares

    0.7% of the 13F portfolio, value $7,144,562.

    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 149,255 shares
    Change vs previous 13F +38,047 shares

    0.71% of the 13F portfolio, value $6,282,141.

    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 111,208 shares
    Change vs previous 13F +44,494 shares

    0.57% of the 13F portfolio, value $4,925,405.

    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 66,714 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,990,117.

    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).