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Advisor OS, LLC: TCHP position timeline

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

Advisor OS, LLC held 1,230,918 TCHP 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 1,230,918 shares
    Change vs previous 13F +140,577 shares

    4.12% of the 13F portfolio, value $61,656,665.

    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 1,090,341 shares
    Change vs previous 13F +900,627 shares

    3.49% of the 13F portfolio, value $48,171,250.

    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 189,714 shares
    Change vs previous 13F -2,669 shares

    0.76% of the 13F portfolio, value $9,459,124.

    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 192,383 shares
    Change vs previous 13F +10,459 shares

    0.81% of the 13F portfolio, value $9,403,665.

    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 181,924 shares
    Change vs previous 13F -44,260 shares

    0.81% of the 13F portfolio, value $8,250,238.

    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 226,184 shares
    Change vs previous 13F -33,948 shares

    0.98% of the 13F portfolio, value $8,615,342.

    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 260,132 shares
    Change vs previous 13F +2,698 shares

    1.27% of the 13F portfolio, value $10,954,151.

    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 257,434 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,204,677.

    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).