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Disclosery

Advisor OS, LLC: MCK position timeline

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

Advisor OS, LLC held 2,605 MCK 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 2,605 shares
    Change vs previous 13F -166 shares

    0.13% of the 13F portfolio, value $1,968,499.

    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 2,771 shares
    Change vs previous 13F -60 shares

    0.17% of the 13F portfolio, value $2,398,060.

    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 2,831 shares
    Change vs previous 13F +642 shares

    0.19% of the 13F portfolio, value $2,322,347.

    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 2,189 shares
    Change vs previous 13F +1,508 shares

    0.15% of the 13F portfolio, value $1,691,167.

    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 681 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $499,067.

    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 637 shares
    Change vs previous 13F +107 shares

    0.05% of the 13F portfolio, value $428,725.

    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 530 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $302,067.

    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).