Skip to content
Disclosery

Advisor OS, LLC: SPAB position timeline

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

Advisor OS, LLC held 15,913 SPAB 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 15,913 shares
    Change vs previous 13F -672,469 shares

    0.03% of the 13F portfolio, value $406,106.

    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 688,382 shares
    Change vs previous 13F +671,505 shares

    1.28% of the 13F portfolio, value $17,636,356.

    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 16,877 shares
    Change vs previous 13F +3,871 shares

    0.04% of the 13F portfolio, value $434,586.

    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 13,006 shares
    Change vs previous 13F -3,997 shares

    0.03% of the 13F portfolio, value $336,215.

    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 17,003 shares
    Change vs previous 13F -822,413 shares

    0.04% of the 13F portfolio, value $435,257.

    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 839,416 shares
    Change vs previous 13F +828,830 shares

    2.44% of the 13F portfolio, value $21,438,672.

    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 10,586 shares
    Change vs previous 13F +2,891 shares

    0.03% of the 13F portfolio, value $264,546.

    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 7,695 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,160.

    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).