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Disclosery

Advisor OS, LLC: VEU position timeline

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

Advisor OS, LLC held 107,061 VEU 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 107,061 shares
    Change vs previous 13F +42,706 shares

    0.6% of the 13F portfolio, value $8,966,292.

    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 64,355 shares
    Change vs previous 13F +5,380 shares

    0.35% of the 13F portfolio, value $4,833,047.

    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 58,975 shares
    Change vs previous 13F -2,951 shares

    0.35% of the 13F portfolio, value $4,338,136.

    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 61,926 shares
    Change vs previous 13F -11,086 shares

    0.38% of the 13F portfolio, value $4,419,590.

    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 73,012 shares
    Change vs previous 13F +11,940 shares

    0.48% of the 13F portfolio, value $4,907,853.

    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 61,072 shares
    Change vs previous 13F -11,080 shares

    0.42% of the 13F portfolio, value $3,704,609.

    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 72,152 shares
    Change vs previous 13F +30,588 shares

    0.48% of the 13F portfolio, value $4,142,250.

    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 41,564 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,618,498.

    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).