Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

EPR holding history

Epr Properties 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.

EPR overview All 13F holders of EPR Full Q2 2026 holdings

Shares (Q2 2026): 6,621
Value: $384.1K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of EPR by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,621	$384.1K	<0.1%	−269−3.9%	Reduced	Holders
Q1 2026	6,890	$344.2K	<0.1%	+6,890	New	Holders