Skip to content
Disclosery

Advisor OS, LLC: JAAA position timeline

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

Advisor OS, LLC held 1,207,725 JAAA 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 1,207,725 shares
    Change vs previous 13F +29,477 shares

    4.07% of the 13F portfolio, value $60,978,081.

    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 1,178,248 shares
    Change vs previous 13F +56,222 shares

    4.3% of the 13F portfolio, value $59,348,380.

    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 1,122,026 shares
    Change vs previous 13F -39,383 shares

    4.57% of the 13F portfolio, value $56,752,086.

    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 1,161,409 shares
    Change vs previous 13F +203,111 shares

    5.09% of the 13F portfolio, value $58,976,332.

    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 958,298 shares
    Change vs previous 13F +536,310 shares

    4.79% of the 13F portfolio, value $48,633,642.

    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 421,988 shares
    Change vs previous 13F +52,024 shares

    2.44% of the 13F portfolio, value $21,399,028.

    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 369,964 shares
    Change vs previous 13F -31,509 shares

    2.17% of the 13F portfolio, value $18,760,868.

    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 401,473 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $20,426,921.

    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).