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Disclosery

Advisor OS, LLC: WAB position timeline

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

Advisor OS, LLC held 986 WAB 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 986 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $265,902.

    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 1,149 shares
    Change vs previous 13F -3,194 shares

    0.02% of the 13F portfolio, value $287,203.

    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 4,343 shares
    Change vs previous 13F +14 shares

    0.07% of the 13F portfolio, value $927,064.

    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 4,329 shares
    Change vs previous 13F -169 shares

    0.07% of the 13F portfolio, value $867,774.

    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 4,498 shares
    Change vs previous 13F +846 shares

    0.09% of the 13F portfolio, value $941,575.

    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 3,652 shares
    Change vs previous 13F +748 shares

    0.08% of the 13F portfolio, value $662,304.

    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 2,904 shares
    Change vs previous 13F -4,425 shares

    0.06% of the 13F portfolio, value $550,566.

    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 7,329 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,332,276.

    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).