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Disclosery

Advisor OS, LLC: VEA position timeline

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

Advisor OS, LLC held 284,318 VEA 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 284,318 shares
    Change vs previous 13F -76,242 shares

    1.35% of the 13F portfolio, value $20,257,609.

    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 360,560 shares
    Change vs previous 13F -74,450 shares

    1.67% of the 13F portfolio, value $23,104,719.

    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 435,010 shares
    Change vs previous 13F +33,638 shares

    2.19% of the 13F portfolio, value $27,175,012.

    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 401,372 shares
    Change vs previous 13F +39,264 shares

    2.08% of the 13F portfolio, value $24,050,217.

    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 362,108 shares
    Change vs previous 13F +135,213 shares

    2.03% of the 13F portfolio, value $20,643,789.

    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 226,895 shares
    Change vs previous 13F +27,596 shares

    1.31% of the 13F portfolio, value $11,533,061.

    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 199,299 shares
    Change vs previous 13F -100,333 shares

    1.1% of the 13F portfolio, value $9,530,433.

    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 299,632 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $15,823,583.

    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).