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Disclosery

Advisor OS, LLC: SPTL position timeline

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

Advisor OS, LLC held 47,261 SPTL 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 47,261 shares
    Change vs previous 13F +1,370 shares

    0.08% of the 13F portfolio, value $1,239,644.

    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 45,891 shares
    Change vs previous 13F -17,066 shares

    0.09% of the 13F portfolio, value $1,206,946.

    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 62,957 shares
    Change vs previous 13F +52,127 shares

    0.13% of the 13F portfolio, value $1,666,481.

    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 10,830 shares
    Change vs previous 13F -5,772 shares

    0.03% of the 13F portfolio, value $291,880.

    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 16,602 shares
    Change vs previous 13F +9,209 shares

    0.04% of the 13F portfolio, value $441,290.

    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 7,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,542.

    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).