Advisor OS, LLC: IVE position timeline

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

Advisor OS, LLC held 3,185 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 3,185 shares
Change vs previous 13F -57 shares
0.05% of the 13F portfolio, value $723,138.
13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,242 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $684,479.
13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).