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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

DOX holding history

Amdocs 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.

DOX overviewAll 13F holders of DOXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of DOX by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,852−100.0%Sold outHolders
Q4 20257,852$632.1K0.1%−740−8.6%ReducedHolders
Q3 20258,592$704.9K0.1%−10,293−54.5%ReducedHolders
Q2 202518,885$1.72M0.2%+566+3.1%AddedHolders
Q1 202518,319$1.68M0.2%+1,960+12.0%AddedHolders
Q4 202416,359$1.39M0.2%+7,940+94.3%AddedHolders
Q3 20248,419$736.5K0.1%+917+12.2%AddedHolders
Q2 20247,502$592.0K0.1%+3,099+70.4%AddedHolders
Q1 20244,403$397.9K<0.1%+4,403NewHolders