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Disclosery

Advisor OS, LLC: RDDT position timeline

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

Advisor OS, LLC held 8,797 RDDT 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 8,797 shares
    Change vs previous 13F -103 shares

    0.1% of the 13F portfolio, value $1,526,984.

    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 8,900 shares
    Change vs previous 13F -1,182 shares

    0.09% of the 13F portfolio, value $1,198,385.

    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 10,082 shares
    Change vs previous 13F -2,033 shares

    0.19% of the 13F portfolio, value $2,317,549.

    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 12,115 shares
    Change vs previous 13F +188 shares

    0.24% of the 13F portfolio, value $2,786,329.

    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 11,927 shares
    Change vs previous 13F -420 shares

    0.18% of the 13F portfolio, value $1,795,848.

    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 12,347 shares
    Change vs previous 13F -6,774 shares

    0.15% of the 13F portfolio, value $1,295,200.

    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 19,121 shares
    Change vs previous 13F -5,927 shares

    0.36% of the 13F portfolio, value $3,125,136.

    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 25,048 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,651,164.

    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).