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Disclosery

Advisor OS, LLC: PEP position timeline

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

Advisor OS, LLC held 9,895 PEP 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 9,895 shares
    Change vs previous 13F -157 shares

    0.09% of the 13F portfolio, value $1,339,780.

    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 10,052 shares
    Change vs previous 13F +245 shares

    0.11% of the 13F portfolio, value $1,560,974.

    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 9,807 shares
    Change vs previous 13F +652 shares

    0.11% of the 13F portfolio, value $1,407,281.

    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 9,155 shares
    Change vs previous 13F +193 shares

    0.11% of the 13F portfolio, value $1,285,553.

    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 8,962 shares
    Change vs previous 13F +540 shares

    0.12% of the 13F portfolio, value $1,183,290.

    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 8,422 shares
    Change vs previous 13F -5,193 shares

    0.14% of the 13F portfolio, value $1,262,698.

    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 13,615 shares
    Change vs previous 13F +865 shares

    0.24% of the 13F portfolio, value $2,070,219.

    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 12,750 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,168,075.

    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).