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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

CP holding history

Canadian Pacific Kansas City Ltd 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.

CP overviewAll 13F holders of CPFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of CP by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,045−100.0%Sold outHolders
Q3 20255,045$375.8K<0.1%+5,045NewHolders
Q1 20250$00.0%−3,584−100.0%Sold outHolders
Q4 20243,584$259.4K<0.1%−2,521−41.3%ReducedHolders
Q3 20246,105$522.2K0.1%−736−10.8%ReducedHolders
Q2 20246,841$538.6K0.1%−1,668−19.6%ReducedHolders
Q1 20248,509$750.2K0.1%+342+4.2%AddedHolders
Q4 20238,167$645.7K0.1%+310+3.9%AddedHolders
Q3 20237,857$584.6K0.1%+1,261+19.1%AddedHolders
Q2 20236,596$532.8K0.1%+477+7.8%AddedHolders
Q1 20236,119$470.8K0.1%−37−0.6%ReducedHolders
Q4 20226,156$459.2K0.1%+645+11.7%AddedHolders
Q3 20225,511$368.0K0.1%−17−0.3%ReducedHolders
Q2 20225,528$386.0K0.1%−402−6.8%ReducedHolders
Q1 20225,930$489.0K0.1%−11,783−66.5%ReducedHolders
Q4 202117,713$1.27M0.3%+3,831+27.6%AddedHolders
Q3 202113,882$903.0K0.2%+16+0.1%AddedHolders
Q2 202113,866$1.07M0.2%+2,506+22.1%AddedConverted for a 5-for-1 splitHolders
Q1 20212,272$861.0K0.2%––Holders

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