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Disclosery

Advisor OS, LLC: JPIE position timeline

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

Advisor OS, LLC held 14,585 JPIE 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 14,585 shares
    Change vs previous 13F +2,088 shares

    0.04% of the 13F portfolio, value $671,627.

    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 12,497 shares
    Change vs previous 13F -2,624 shares

    0.04% of the 13F portfolio, value $575,719.

    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 15,121 shares
    Change vs previous 13F -11,146 shares

    0.06% of the 13F portfolio, value $699,954.

    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 26,267 shares
    Change vs previous 13F -2,529 shares

    0.11% of the 13F portfolio, value $1,219,055.

    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 28,796 shares
    Change vs previous 13F +9,938 shares

    0.13% of the 13F portfolio, value $1,333,831.

    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 18,858 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $868,788.

    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).