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Disclosery

Advisor OS, LLC: IVV position timeline

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

Advisor OS, LLC held 6,905 IVV 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 6,905 shares
    Change vs previous 13F -1,427 shares

    0.35% of the 13F portfolio, value $5,170,988.

    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 8,332 shares
    Change vs previous 13F +4,235 shares

    0.39% of the 13F portfolio, value $5,442,585.

    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 4,097 shares
    Change vs previous 13F -341 shares

    0.23% of the 13F portfolio, value $2,806,053.

    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 4,438 shares
    Change vs previous 13F +111 shares

    0.26% of the 13F portfolio, value $2,970,573.

    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 4,327 shares
    Change vs previous 13F +730 shares

    0.26% of the 13F portfolio, value $2,686,860.

    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 3,597 shares
    Change vs previous 13F +80 shares

    0.23% of the 13F portfolio, value $2,021,280.

    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 3,517 shares
    Change vs previous 13F +566 shares

    0.24% of the 13F portfolio, value $2,070,436.

    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 2,951 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,702,190.

    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).