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Disclosery

Advisor OS, LLC: VOTE position timeline

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

Advisor OS, LLC held 7,935 VOTE 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 7,935 shares
    Change vs previous 13F -216 shares

    0.05% of the 13F portfolio, value $699,621.

    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 8,151 shares
    Change vs previous 13F +172 shares

    0.05% of the 13F portfolio, value $621,885.

    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 7,979 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $640,110.

    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 7,966 shares
    Change vs previous 13F -451 shares

    0.05% of the 13F portfolio, value $625,196.

    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 8,417 shares
    Change vs previous 13F +909 shares

    0.06% of the 13F portfolio, value $612,262.

    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 7,508 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $490,929.

    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).