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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
2,819
Value
$610.2K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of BA by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,819$610.2K<0.1%−569−16.8%ReducedHolders
Q1 20263,388$674.3K<0.1%+393+13.1%AddedHolders
Q4 20252,995$650.3K0.1%+72+2.5%AddedHolders
Q3 20252,923$630.9K0.1%+274+10.3%AddedHolders
Q2 20252,649$555.0K0.1%+398+17.7%AddedHolders
Q1 20252,251$383.9K<0.1%−26−1.1%ReducedHolders
Q4 20242,277$403.0K<0.1%+68+3.1%AddedHolders
Q3 20242,209$335.8K<0.1%00.0%UnchangedHolders
Q2 20242,209$402.0K<0.1%−21−0.9%ReducedHolders
Q1 20242,230$430.3K<0.1%+56+2.6%AddedHolders
Q4 20232,174$566.5K0.1%+226+11.6%AddedHolders
Q3 20231,948$373.4K0.1%+68+3.6%AddedHolders
Q2 20231,880$396.9K0.1%+666+54.9%AddedHolders
Q1 20231,214$257.9K0.1%+1,214NewHolders