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Disclosery

Advisor OS, LLC: XLK position timeline

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

Advisor OS, LLC held 16,386 XLK 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 16,386 shares
    Change vs previous 13F +9,911 shares

    0.21% of the 13F portfolio, value $3,121,804.

    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 6,475 shares
    Change vs previous 13F -13,000 shares

    0.06% of the 13F portfolio, value $860,646.

    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 19,475 shares
    Change vs previous 13F +8,873 shares

    0.23% of the 13F portfolio, value $2,803,814.

    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 10,602 shares
    Change vs previous 13F +7,203 shares

    0.26% of the 13F portfolio, value $2,988,264.

    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 3,399 shares
    Change vs previous 13F +2,086 shares

    0.08% of the 13F portfolio, value $860,681.

    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 1,313 shares
    Change vs previous 13F -6,250 shares

    0.03% of the 13F portfolio, value $271,035.

    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 7,563 shares
    Change vs previous 13F -23,879 shares

    0.2% of the 13F portfolio, value $1,758,659.

    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 31,442 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,098,280.

    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).