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Disclosery

Advisor OS, LLC: IWM position timeline

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

Advisor OS, LLC held 8,828 IWM 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 8,828 shares
    Change vs previous 13F -563 shares

    0.18% of the 13F portfolio, value $2,652,186.

    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 9,391 shares
    Change vs previous 13F +608 shares

    0.17% of the 13F portfolio, value $2,328,888.

    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 8,783 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $2,161,979.

    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 8,764 shares
    Change vs previous 13F -420 shares

    0.18% of the 13F portfolio, value $2,120,440.

    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 9,184 shares
    Change vs previous 13F -481 shares

    0.2% of the 13F portfolio, value $1,981,819.

    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 9,665 shares
    Change vs previous 13F +1,001 shares

    0.22% of the 13F portfolio, value $1,928,166.

    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 8,664 shares
    Change vs previous 13F -20 shares

    0.22% of the 13F portfolio, value $1,914,481.

    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 8,684 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,918,122.

    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).