Advisor OS - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Advisor OS going back to Aug. 28, 2020
- Advisor OS 2024 Q3 - filed Nov. 4, 2024 - new!
- Advisor OS 2024 Q2 - filed Aug. 5, 2024
- Advisor OS 2024 Q1 - filed May 9, 2024
- Advisor OS 2023 Q4 - filed Feb. 8, 2024
- Advisor OS 2023 Q3 - filed Nov. 3, 2023
- Advisor OS 2023 Q2 - filed Aug. 8, 2023
- Advisor OS 2023 Q1 - filed April 25, 2023
- Advisor OS 2022 Q4 - filed Feb. 1, 2023
- Advisor OS 2022 Q3 - filed Nov. 4, 2022
- Advisor OS 2022 Q2 - filed Aug. 2, 2022
- Advisor OS 2022 Q1 - filed May 11, 2022
- Advisor OS 2021 Q4 - filed Feb. 4, 2022
- Advisor OS 2021 Q3 - filed Nov. 15, 2021
- Advisor OS 2021 Q2 - filed Aug. 10, 2021
- Advisor OS 2021 Q1 - filed May 13, 2021
- Advisor OS 2020 Q4 - filed Feb. 10, 2021
- Advisor OS 2020 Q3 - filed Nov. 12, 2020
- Advisor OS 2020 Q2 - filed Aug. 28, 2020