Advisor OS, LLC: SLYG position timeline

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

Advisor OS, LLC held 19,308 SLYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 19,308 shares
Change vs previous 13F -4,978 shares
0.15% of the 13F portfolio, value $2,300,199.
13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 24,286 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $2,261,303.
13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).