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Disclosery

Advisor OS, LLC: SPDW position timeline

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

Advisor OS, LLC held 95,123 SPDW 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 95,123 shares
    Change vs previous 13F +48,692 shares

    0.32% of the 13F portfolio, value $4,793,250.

    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 46,431 shares
    Change vs previous 13F -69,173 shares

    0.15% of the 13F portfolio, value $2,119,570.

    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 115,604 shares
    Change vs previous 13F +34,022 shares

    0.41% of the 13F portfolio, value $5,133,992.

    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 81,582 shares
    Change vs previous 13F -1,493 shares

    0.3% of the 13F portfolio, value $3,490,894.

    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 83,075 shares
    Change vs previous 13F +67,845 shares

    0.33% of the 13F portfolio, value $3,363,706.

    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 15,230 shares
    Change vs previous 13F -53,470 shares

    0.06% of the 13F portfolio, value $554,516.

    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 68,700 shares
    Change vs previous 13F +217 shares

    0.27% of the 13F portfolio, value $2,344,701.

    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 68,483 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,572,237.

    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).