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Disclosery

Advisor OS, LLC: ITWO position timeline

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

Advisor OS, LLC held 49,228 ITWO 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 49,228 shares
    Change vs previous 13F +4,529 shares

    0.15% of the 13F portfolio, value $2,311,747.

    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 44,699 shares
    Change vs previous 13F +31,424 shares

    0.13% of the 13F portfolio, value $1,778,108.

    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 13,275 shares
    Change vs previous 13F -1,221 shares

    0.04% of the 13F portfolio, value $527,005.

    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 14,496 shares
    Change vs previous 13F +3,299 shares

    0.05% of the 13F portfolio, value $571,690.

    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 11,197 shares
    Change vs previous 13F -9,870 shares

    0.04% of the 13F portfolio, value $407,854.

    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 21,067 shares
    Change vs previous 13F +7,112 shares

    0.09% of the 13F portfolio, value $759,263.

    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 13,955 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $553,363.

    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).