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Advisor OS, LLC: KR position timeline

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

Advisor OS, LLC held 24,064 KR 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 24,064 shares
    Change vs previous 13F +3,758 shares

    0.09% of the 13F portfolio, value $1,336,294.

    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 20,306 shares
    Change vs previous 13F +1,902 shares

    0.11% of the 13F portfolio, value $1,469,348.

    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 18,404 shares
    Change vs previous 13F -799 shares

    0.09% of the 13F portfolio, value $1,149,884.

    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 19,203 shares
    Change vs previous 13F +2,297 shares

    0.11% of the 13F portfolio, value $1,294,468.

    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 16,906 shares
    Change vs previous 13F +996 shares

    0.12% of the 13F portfolio, value $1,212,673.

    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 15,910 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,076,912.

    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).