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Disclosery

Advisor OS, LLC: SCHE position timeline

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

Advisor OS, LLC held 5,972 SCHE 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 5,972 shares
    Change vs previous 13F -987 shares

    0.01% of the 13F portfolio, value $216,529.

    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 6,959 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $229,291.

    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 6,754 shares
    Change vs previous 13F +229 shares

    0.02% of the 13F portfolio, value $221,188.

    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 6,525 shares
    Change vs previous 13F -3,486 shares

    0.02% of the 13F portfolio, value $217,749.

    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 10,011 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $301,735.

    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).