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Advisor OS, LLC: RPG position timeline

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

Advisor OS, LLC held 12,209 RPG 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 12,209 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $779,537.

    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 12,205 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $570,450.

    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 12,200 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $569,454.

    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 12,199 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $582,127.

    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 12,188 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $557,823.

    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 12,180 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $465,871.

    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 12,171 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $502,176.

    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 12,156 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $477,349.

    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).