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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of AMP by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,624−100.0%Sold outHolders
Q4 20251,624$796.4K0.1%+298+22.5%AddedHolders
Q3 20251,326$651.4K0.1%−41−3.0%ReducedHolders
Q2 20251,367$729.6K0.1%+189+16.0%AddedHolders
Q1 20251,178$570.3K0.1%+173+17.2%AddedHolders
Q4 20241,005$535.1K0.1%+1,005NewHolders