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Advisor OS, LLC: T position timeline

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

Advisor OS, LLC held 88,433 T 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 88,433 shares
    Change vs previous 13F +262 shares

    0.12% of the 13F portfolio, value $1,830,575.

    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 88,171 shares
    Change vs previous 13F +12,778 shares

    0.19% of the 13F portfolio, value $2,556,075.

    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 75,393 shares
    Change vs previous 13F -7,557 shares

    0.15% of the 13F portfolio, value $1,872,773.

    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 82,950 shares
    Change vs previous 13F +6,848 shares

    0.2% of the 13F portfolio, value $2,342,480.

    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 76,102 shares
    Change vs previous 13F +1,863 shares

    0.22% of the 13F portfolio, value $2,202,417.

    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 74,239 shares
    Change vs previous 13F +38,444 shares

    0.24% of the 13F portfolio, value $2,099,493.

    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 35,795 shares
    Change vs previous 13F +2,674 shares

    0.09% of the 13F portfolio, value $815,071.

    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 33,121 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $728,664.

    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).