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Disclosery

Advisor OS, LLC: XLC position timeline

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

Advisor OS, LLC held 5,302 XLC 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 5,302 shares
    Change vs previous 13F -4,649 shares

    0.04% of the 13F portfolio, value $568,041.

    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 9,951 shares
    Change vs previous 13F -7,877 shares

    0.08% of the 13F portfolio, value $1,103,146.

    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 17,828 shares
    Change vs previous 13F -1,484 shares

    0.17% of the 13F portfolio, value $2,098,701.

    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 19,312 shares
    Change vs previous 13F +3,821 shares

    0.2% of the 13F portfolio, value $2,286,012.

    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 15,491 shares
    Change vs previous 13F -2,092 shares

    0.17% of the 13F portfolio, value $1,681,239.

    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 17,583 shares
    Change vs previous 13F +237 shares

    0.19% of the 13F portfolio, value $1,695,901.

    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 17,346 shares
    Change vs previous 13F -61,978 shares

    0.19% of the 13F portfolio, value $1,679,267.

    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 79,324 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,170,887.

    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).