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Disclosery

Advisor OS, LLC: SO position timeline

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

Advisor OS, LLC held 19,895 SO 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 19,895 shares
    Change vs previous 13F -92 shares

    0.13% of the 13F portfolio, value $1,904,154.

    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 19,987 shares
    Change vs previous 13F +836 shares

    0.14% of the 13F portfolio, value $1,929,270.

    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 19,151 shares
    Change vs previous 13F +1,002 shares

    0.13% of the 13F portfolio, value $1,669,969.

    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 18,149 shares
    Change vs previous 13F +276 shares

    0.15% of the 13F portfolio, value $1,720,057.

    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 17,873 shares
    Change vs previous 13F +1,651 shares

    0.16% of the 13F portfolio, value $1,641,302.

    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 16,222 shares
    Change vs previous 13F +243 shares

    0.17% of the 13F portfolio, value $1,491,712.

    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 15,979 shares
    Change vs previous 13F -245 shares

    0.15% of the 13F portfolio, value $1,315,422.

    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 16,224 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,463,086.

    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).