I have to file whenever my percentage changes by 1% until I am below 5% of the OS. So you see that I can add some shares without filing, (or sell some, although I haven't done that). Note also that my percentage can change when the total OS changes; that happened earlier this year and put me in a situation where I had to file an update, even though my share holdings had hardly changed; just my percentage of the changed OS was different enough.