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Advisor OS, LLC: MA position timeline

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

Advisor OS, LLC held 4,908 MA 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 4,908 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $2,521,361.

    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 4,898 shares
    Change vs previous 13F +730 shares

    0.18% of the 13F portfolio, value $2,447,825.

    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 4,168 shares
    Change vs previous 13F +129 shares

    0.19% of the 13F portfolio, value $2,379,768.

    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 4,039 shares
    Change vs previous 13F +219 shares

    0.2% of the 13F portfolio, value $2,297,408.

    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 3,820 shares
    Change vs previous 13F -174 shares

    0.21% of the 13F portfolio, value $2,146,344.

    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 3,994 shares
    Change vs previous 13F +895 shares

    0.25% of the 13F portfolio, value $2,189,173.

    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 3,099 shares
    Change vs previous 13F +394 shares

    0.19% of the 13F portfolio, value $1,632,294.

    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 2,705 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,335,986.

    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).