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Disclosery

Advisor OS, LLC: SPIB position timeline

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

Advisor OS, LLC held 42,002 SPIB 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 42,002 shares
    Change vs previous 13F -2,684 shares

    0.09% of the 13F portfolio, value $1,405,396.

    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 44,686 shares
    Change vs previous 13F -8,239 shares

    0.11% of the 13F portfolio, value $1,498,769.

    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 52,925 shares
    Change vs previous 13F +41,044 shares

    0.14% of the 13F portfolio, value $1,789,388.

    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 11,881 shares
    Change vs previous 13F -4,427 shares

    0.03% of the 13F portfolio, value $402,660.

    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 16,308 shares
    Change vs previous 13F +5,032 shares

    0.05% of the 13F portfolio, value $547,640.

    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 11,276 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $374,826.

    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).