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Disclosery

Advisor OS, LLC: IWF position timeline

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

Advisor OS, LLC held 184,825 IWF 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 184,825 shares
    Change vs previous 13F +138,610 shares

    1.53% of the 13F portfolio, value $22,949,709.

    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 46,215 shares
    Change vs previous 13F +995 shares

    1.43% of the 13F portfolio, value $19,705,816.

    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 45,220 shares
    Change vs previous 13F +5,252 shares

    1.72% of the 13F portfolio, value $21,402,905.

    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 39,968 shares
    Change vs previous 13F +3,249 shares

    1.62% of the 13F portfolio, value $18,721,723.

    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 36,719 shares
    Change vs previous 13F -10,644 shares

    1.53% of the 13F portfolio, value $15,590,417.

    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 47,363 shares
    Change vs previous 13F -4,777 shares

    1.95% of the 13F portfolio, value $17,102,285.

    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 52,140 shares
    Change vs previous 13F +2,956 shares

    2.42% of the 13F portfolio, value $20,938,554.

    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 49,184 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $18,462,824.

    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).