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Disclosery

Advisor OS, LLC: XLF position timeline

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

Advisor OS, LLC held 7,644 XLF 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 7,644 shares
    Change vs previous 13F -2,034 shares

    0.03% of the 13F portfolio, value $409,805.

    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 9,678 shares
    Change vs previous 13F +5,196 shares

    0.03% of the 13F portfolio, value $477,798.

    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 4,482 shares
    Change vs previous 13F -36,964 shares

    0.02% of the 13F portfolio, value $245,461.

    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 41,446 shares
    Change vs previous 13F +1,728 shares

    0.19% of the 13F portfolio, value $2,232,731.

    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 39,718 shares
    Change vs previous 13F -2,591 shares

    0.2% of the 13F portfolio, value $2,080,031.

    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 42,309 shares
    Change vs previous 13F +6,827 shares

    0.24% of the 13F portfolio, value $2,107,411.

    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 35,482 shares
    Change vs previous 13F -111,911 shares

    0.2% of the 13F portfolio, value $1,714,852.

    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 147,393 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,679,832.

    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).