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Disclosery

Advisor OS, LLC: XLI position timeline

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

Advisor OS, LLC held 12,776 XLI 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 12,776 shares
    Change vs previous 13F +1,076 shares

    0.16% of the 13F portfolio, value $2,366,515.

    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 11,700 shares
    Change vs previous 13F -2,613 shares

    0.14% of the 13F portfolio, value $1,892,251.

    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 14,313 shares
    Change vs previous 13F -1,967 shares

    0.18% of the 13F portfolio, value $2,220,240.

    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 16,280 shares
    Change vs previous 13F +2,587 shares

    0.22% of the 13F portfolio, value $2,510,880.

    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 13,693 shares
    Change vs previous 13F +1,554 shares

    0.2% of the 13F portfolio, value $2,019,972.

    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 12,139 shares
    Change vs previous 13F +351 shares

    0.18% of the 13F portfolio, value $1,591,054.

    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 11,788 shares
    Change vs previous 13F -40,714 shares

    0.18% of the 13F portfolio, value $1,553,172.

    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 52,502 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,110,868.

    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).