Skip to content
Disclosery

Advisor OS, LLC: META position timeline

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

Advisor OS, LLC held 10,091 META 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 10,091 shares
    Change vs previous 13F -352 shares

    0.38% of the 13F portfolio, value $5,684,034.

    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 10,443 shares
    Change vs previous 13F +1,663 shares

    0.43% of the 13F portfolio, value $5,974,330.

    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 8,780 shares
    Change vs previous 13F -231 shares

    0.47% of the 13F portfolio, value $5,795,185.

    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 9,011 shares
    Change vs previous 13F +634 shares

    0.57% of the 13F portfolio, value $6,617,369.

    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 8,377 shares
    Change vs previous 13F +558 shares

    0.61% of the 13F portfolio, value $6,182,792.

    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 7,819 shares
    Change vs previous 13F +478 shares

    0.51% of the 13F portfolio, value $4,506,977.

    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 7,341 shares
    Change vs previous 13F +312 shares

    0.5% of the 13F portfolio, value $4,298,531.

    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 7,029 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,024,017.

    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).