Skip to content
Disclosery

Advisor OS, LLC: RBA position timeline

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

Advisor OS, LLC held 2,026 RBA 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 2,026 shares
    Change vs previous 13F -1,582 shares

    0.02% of the 13F portfolio, value $235,928.

    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 3,608 shares
    Change vs previous 13F -3,691 shares

    0.03% of the 13F portfolio, value $345,826.

    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 7,299 shares
    Change vs previous 13F -237 shares

    0.06% of the 13F portfolio, value $750,848.

    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 7,536 shares
    Change vs previous 13F +408 shares

    0.07% of the 13F portfolio, value $816,602.

    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 7,128 shares
    Change vs previous 13F +227 shares

    0.07% of the 13F portfolio, value $756,922.

    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 6,901 shares
    Change vs previous 13F -71 shares

    0.08% of the 13F portfolio, value $692,171.

    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 6,972 shares
    Change vs previous 13F +527 shares

    0.07% of the 13F portfolio, value $628,944.

    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 6,445 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $518,759.

    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).