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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
654
Value
$629.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of BLK by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026654$629.0K<0.1%−10−1.5%ReducedHolders
Q1 2026664$638.7K<0.1%−317−32.3%ReducedHolders
Q4 2025981$1.05M0.1%+158+19.2%AddedHolders
Q3 2025823$959.8K0.1%−30−3.5%ReducedHolders
Q2 2025853$895.0K0.1%+51+6.4%AddedHolders
Q1 2025802$758.9K0.1%+136+20.4%AddedHolders
Q4 2024666$682.5K0.1%+310+87.1%AddedHolders
Q3 2024356$337.8K<0.1%+31+9.5%AddedHolders
Q2 2024325$255.7K<0.1%+56+20.8%AddedHolders
Q1 2024269$224.0K<0.1%+269NewHolders
Q1 20220$00.0%−952−100.0%Sold outHolders
Q4 2021952$871.0K0.2%+16+1.7%AddedHolders
Q3 2021936$785.0K0.2%+1+0.1%AddedHolders
Q2 2021935$819.0K0.2%−300−24.3%ReducedHolders
Q1 20211,235$931.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.