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Disclosery

Advisor OS, LLC: SPY position timeline

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

Advisor OS, LLC held 7,343 SPY 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 7,343 shares
    Change vs previous 13F -10,992 shares

    0.37% of the 13F portfolio, value $5,483,715.

    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 18,335 shares
    Change vs previous 13F +3,037 shares

    0.86% of the 13F portfolio, value $11,923,756.

    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 15,298 shares
    Change vs previous 13F -317 shares

    0.84% of the 13F portfolio, value $10,432,624.

    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 15,615 shares
    Change vs previous 13F -2,705 shares

    0.9% of the 13F portfolio, value $10,401,759.

    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 18,320 shares
    Change vs previous 13F -5,880 shares

    1.11% of the 13F portfolio, value $11,319,386.

    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 24,200 shares
    Change vs previous 13F +3,962 shares

    1.54% of the 13F portfolio, value $13,536,576.

    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 20,238 shares
    Change vs previous 13F -181 shares

    1.37% of the 13F portfolio, value $11,860,747.

    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 20,419 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $11,715,775.

    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).