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Advisor OS, LLC: V position timeline

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

Advisor OS, LLC held 10,533 V 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 10,533 shares
    Change vs previous 13F -29 shares

    0.24% of the 13F portfolio, value $3,613,909.

    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 10,562 shares
    Change vs previous 13F +53 shares

    0.23% of the 13F portfolio, value $3,192,359.

    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 10,509 shares
    Change vs previous 13F +745 shares

    0.3% of the 13F portfolio, value $3,685,626.

    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 9,764 shares
    Change vs previous 13F -665 shares

    0.29% of the 13F portfolio, value $3,333,397.

    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 10,429 shares
    Change vs previous 13F +11 shares

    0.36% of the 13F portfolio, value $3,702,845.

    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 10,418 shares
    Change vs previous 13F -574 shares

    0.42% of the 13F portfolio, value $3,651,124.

    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 10,992 shares
    Change vs previous 13F -739 shares

    0.4% of the 13F portfolio, value $3,473,862.

    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 11,731 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,225,566.

    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).