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Disclosery

Advisor OS, LLC: SPYM position timeline

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

Advisor OS, LLC held 268,913 SPYM 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 268,913 shares
    Change vs previous 13F +31,568 shares

    1.58% of the 13F portfolio, value $23,632,067.

    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 237,345 shares
    Change vs previous 13F -2,296 shares

    1.32% of the 13F portfolio, value $18,166,395.

    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 239,641 shares
    Change vs previous 13F -7,094 shares

    1.55% of the 13F portfolio, value $19,224,042.

    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 246,735 shares
    Change vs previous 13F +78,873 shares

    1.67% of the 13F portfolio, value $19,329,203.

    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 167,862 shares
    Change vs previous 13F +29,035 shares

    1.2% of the 13F portfolio, value $12,201,875.

    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 138,827 shares
    Change vs previous 13F -3,615 shares

    1.04% of the 13F portfolio, value $9,129,300.

    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 142,442 shares
    Change vs previous 13F -128,778 shares

    1.14% of the 13F portfolio, value $9,819,970.

    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 271,220 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $18,310,074.

    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).