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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

OLED holding history

Universal Display Corp 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.

OLED overviewAll 13F holders of OLEDFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of OLED by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,060−100.0%Sold outHolders
Q4 20252,060$240.6K<0.1%−13−0.6%ReducedHolders
Q3 20252,073$297.8K<0.1%−556−21.1%ReducedHolders
Q2 20252,629$406.1K<0.1%+226+9.4%AddedHolders
Q1 20252,403$335.2K<0.1%+741+44.6%AddedHolders
Q4 20241,662$243.0K<0.1%−881−34.6%ReducedHolders
Q3 20242,543$533.8K0.1%+2,543NewHolders