Skip to content
Disclosery

Advisor OS, LLC: MUNI position timeline

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

Advisor OS, LLC held 6,314 MUNI 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 6,314 shares
    Change vs previous 13F +1,503 shares

    0.02% of the 13F portfolio, value $332,142.

    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 4,811 shares
    Change vs previous 13F +503 shares

    0.02% of the 13F portfolio, value $251,075.

    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 4,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,804.

    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).