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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

EXPO holding history

Exponent 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.

EXPO overviewAll 13F holders of EXPOFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q2 2021
Holdings of EXPO by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,682−100.0%Sold outHolders
Q2 20252,682$200.3K<0.1%−159−5.6%ReducedHolders
Q1 20252,841$230.3K<0.1%−263−8.5%ReducedHolders
Q4 20243,104$276.5K<0.1%−2,444−44.1%ReducedHolders
Q3 20245,548$639.6K0.1%−2,809−33.6%ReducedHolders
Q2 20248,357$794.9K0.1%+72+0.9%AddedHolders
Q1 20248,285$685.1K0.1%+506+6.5%AddedHolders
Q4 20237,779$684.9K0.1%−1,394−15.2%ReducedHolders
Q3 20239,173$785.2K0.1%+344+3.9%AddedHolders
Q2 20238,829$824.0K0.1%+64+0.7%AddedHolders
Q1 20238,765$873.8K0.2%+360+4.3%AddedHolders
Q4 20228,405$832.8K0.2%+1,155+15.9%AddedHolders
Q3 20227,250$637.0K0.2%−533−6.8%ReducedHolders
Q2 20227,783$712.0K0.2%+3,199+69.8%AddedHolders
Q1 20224,584$495.0K0.1%+521+12.8%AddedHolders
Q4 20214,063$475.0K0.1%+425+11.7%AddedHolders
Q3 20213,638$412.0K0.1%+535+17.2%AddedHolders
Q2 20213,103$277.0K0.1%+3,103NewHolders