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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
794
Value
$219.1K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of CI by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026794$219.1K<0.1%−32−3.9%ReducedHolders
Q1 2026826$220.4K<0.1%+87+11.8%AddedHolders
Q4 2025739$203.4K<0.1%−102−12.1%ReducedHolders
Q3 2025841$242.4K<0.1%−16−1.9%ReducedHolders
Q2 2025857$283.3K<0.1%+857NewHolders
Q4 20240$00.0%−688−100.0%Sold outHolders
Q3 2024688$238.4K<0.1%+27+4.1%AddedHolders
Q2 2024661$218.4K<0.1%−52−7.3%ReducedHolders
Q1 2024713$258.9K<0.1%+713NewHolders