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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

DT holding history

Dynatrace, 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.

DT overviewAll 13F holders of DTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DT by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−10,106−100.0%Sold outHolders
Q4 202510,106$438.0K<0.1%+518+5.4%AddedHolders
Q3 20259,588$464.5K<0.1%−2,188−18.6%ReducedHolders
Q2 202511,776$650.1K0.1%−1,436−10.9%ReducedHolders
Q1 202513,212$622.9K0.1%−657−4.7%ReducedHolders
Q4 202413,869$753.8K0.1%−4,648−25.1%ReducedHolders
Q3 202418,517$990.1K0.1%+329+1.8%AddedHolders
Q2 202418,188$813.7K0.1%+981+5.7%AddedHolders
Q1 202417,207$799.1K0.1%+2,779+19.3%AddedHolders
Q4 202314,428$789.0K0.1%−4,132−22.3%ReducedHolders
Q3 202318,560$867.3K0.1%+1,171+6.7%AddedHolders
Q2 202317,389$895.0K0.1%+769+4.6%AddedHolders
Q1 202316,620$703.0K0.2%−4,627−21.8%ReducedHolders
Q4 202221,247$813.7K0.2%+3,814+21.9%AddedHolders
Q3 202217,433$608.0K0.2%−1,673−8.8%ReducedHolders
Q2 202219,106$754.0K0.2%−2,620−12.1%ReducedHolders
Q1 202221,726$1.02M0.3%−5,760−21.0%ReducedHolders
Q4 202127,486$1.66M0.3%+468+1.7%AddedHolders
Q3 202127,018$1.92M0.4%−3,984−12.9%ReducedHolders
Q2 202131,002$1.81M0.4%+4,966+19.1%AddedHolders
Q1 202126,036$1.26M0.3%––Holders

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