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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

AOS holding history

Smith A O Corp in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2023
Holdings of AOS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,023−100.0%Sold outHolders
Q4 20253,023$202.1K<0.1%+674+28.7%AddedHolders
Q3 20252,349$172.4K<0.1%−761−24.5%ReducedHolders
Q2 20253,110$204.0K<0.1%+3,110NewHolders
Q4 20240$00.0%−2,454−100.0%Sold outHolders
Q3 20242,454$220.4K<0.1%+2+0.1%AddedHolders
Q2 20242,452$200.5K<0.1%−144−5.5%ReducedHolders
Q1 20242,596$232.2K<0.1%−375−12.6%ReducedHolders
Q4 20232,971$244.9K<0.1%−164−5.2%ReducedHolders
Q3 20233,135$207.3K<0.1%+3,135NewHolders