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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

LEO holding history

BNY Mellon Strategic Municipals, 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.

LEO overviewAll 13F holders of LEOFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of LEO by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−14,516−100.0%Sold outHolders
Q2 202514,516$85.9K<0.1%+14,516NewHolders