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Disclosery

Advisor OS, LLC: PH position timeline

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

Advisor OS, LLC held 854 PH 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 854 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $835,209.

    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 799 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $715,876.

    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 786 shares
    Change vs previous 13F +49 shares

    0.06% of the 13F portfolio, value $690,603.

    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 737 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $559,138.

    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 917 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $640,206.

    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 951 shares
    Change vs previous 13F +87 shares

    0.07% of the 13F portfolio, value $577,782.

    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 864 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $549,233.

    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 845 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $533,594.

    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).