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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

OKE holding history

ONEOK 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.

OKE overviewAll 13F holders of OKEFull Q2 2026 holdings

Shares (Q2 2026)
17,499
Value
$1.52M
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of OKE by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,499$1.52M0.1%−240−1.4%ReducedHolders
Q1 202617,739$1.60M0.1%+3,359+23.4%AddedHolders
Q4 202514,380$1.06M0.1%+339+2.4%AddedHolders
Q3 202514,041$1.02M0.1%−93−0.7%ReducedHolders
Q2 202514,134$1.15M0.1%+74+0.5%AddedHolders
Q1 202514,060$1.40M0.2%−32−0.2%ReducedHolders
Q4 202414,092$1.41M0.2%+161+1.2%AddedHolders
Q3 202413,931$1.27M0.1%+34+0.2%AddedHolders
Q2 202413,897$1.13M0.1%+54+0.4%AddedHolders
Q1 202413,843$1.11M0.1%+270+2.0%AddedHolders
Q4 202313,573$953.1K0.1%+252+1.9%AddedHolders
Q3 202313,321$844.9K0.1%+13,321NewHolders