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Disclosery

Advisor OS, LLC: SPYG position timeline

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

Advisor OS, LLC held 58,086 SPYG 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 58,086 shares
    Change vs previous 13F +28,391 shares

    0.46% of the 13F portfolio, value $6,911,621.

    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 29,695 shares
    Change vs previous 13F -39,810 shares

    0.21% of the 13F portfolio, value $2,907,432.

    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 69,505 shares
    Change vs previous 13F +23,521 shares

    0.6% of the 13F portfolio, value $7,416,192.

    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 45,984 shares
    Change vs previous 13F -1,371 shares

    0.41% of the 13F portfolio, value $4,805,793.

    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 47,355 shares
    Change vs previous 13F +38,549 shares

    0.44% of the 13F portfolio, value $4,513,839.

    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 8,806 shares
    Change vs previous 13F -40,669 shares

    0.08% of the 13F portfolio, value $707,738.

    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 49,475 shares
    Change vs previous 13F -1,268 shares

    0.5% of the 13F portfolio, value $4,348,868.

    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 50,743 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,208,606.

    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).