Skip to content
Disclosery

Advisor OS, LLC: IWD position timeline

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

Advisor OS, LLC held 7,149 IWD 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 7,149 shares
    Change vs previous 13F -1,517 shares

    0.12% of the 13F portfolio, value $1,733,132.

    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 8,666 shares
    Change vs previous 13F +4,864 shares

    0.13% of the 13F portfolio, value $1,851,664.

    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 3,802 shares
    Change vs previous 13F -176,696 shares

    0.06% of the 13F portfolio, value $799,712.

    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 180,498 shares
    Change vs previous 13F -1,192 shares

    3.17% of the 13F portfolio, value $36,747,497.

    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 181,690 shares
    Change vs previous 13F +179,650 shares

    3.47% of the 13F portfolio, value $35,289,592.

    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 2,040 shares
    Change vs previous 13F -1,478 shares

    0.04% of the 13F portfolio, value $383,846.

    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 3,518 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $651,260.

    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 3,668 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $696,220.

    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).