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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
428
Value
$223.5K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2025
Holdings of DIA by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026428$223.5K<0.1%+428NewHolders
Q2 20250$00.0%−1,349−100.0%Sold outHolders
Q1 20251,349$566.7K0.1%+1,349NewHolders