Advisor OS, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Chicago, IL
CIK
0001767580
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 199 331,716 13F-HR 11/3/2022 000108514622003786 Advisor OS, LLC
Q2 2022 200 342,769 13F-HR 8/1/2022 000108514622002712 Advisor OS, LLC
Q1 2022 197 345,349 13F-HR 5/10/2022 000108514622001974 Advisor OS, LLC
Q4 2021 239 490,157 13F-HR 2/3/2022 000108514622000527 Advisor OS, LLC
Q3 2021 221 459,975 13F-HR 11/15/2021 000108514621003307 Advisor OS, LLC
Q2 2021 223 481,879 13F-HR 8/10/2021 000108514621002323 Advisor OS, LLC
Q1 2021 196 441,119 13F-HR 5/13/2021 000108514621001608 Advisor OS, LLC
Q4 2020 139 372,625 13F-HR 2/10/2021 000108514621000573 Advisor OS, LLC
Q3 2020 107 238,264 13F-HR 11/12/2020 000108514620002873 Advisor OS, LLC
Q2 2020 141 167,714 13F-HR 8/28/2020 000108514620002396 Advisor OS, LLC