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Disclosery

Advisor OS, LLC: SPTM position timeline

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

Advisor OS, LLC held 49,345 SPTM 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 49,345 shares
    Change vs previous 13F -145 shares

    0.3% of the 13F portfolio, value $4,479,981.

    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 49,490 shares
    Change vs previous 13F -2,607 shares

    0.28% of the 13F portfolio, value $3,912,722.

    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 52,097 shares
    Change vs previous 13F +2,124 shares

    0.35% of the 13F portfolio, value $4,298,014.

    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 49,973 shares
    Change vs previous 13F +3,579 shares

    0.35% of the 13F portfolio, value $4,030,314.

    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 46,394 shares
    Change vs previous 13F +1,521 shares

    0.34% of the 13F portfolio, value $3,474,468.

    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 44,873 shares
    Change vs previous 13F -995 shares

    0.35% of the 13F portfolio, value $3,051,804.

    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 45,868 shares
    Change vs previous 13F +1,769 shares

    0.38% of the 13F portfolio, value $3,276,357.

    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 44,099 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,089,585.

    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).