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Livermore
Livermore
ZHEN

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

POOL holding history

Pool 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.

POOL overviewAll 13F holders of POOLFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of POOL by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−939−100.0%Sold outHolders
Q4 2025939$214.8K<0.1%+6+0.6%AddedHolders
Q3 2025933$289.3K<0.1%−186−16.6%ReducedHolders
Q2 20251,119$326.3K<0.1%−151−11.9%ReducedHolders
Q1 20251,270$404.2K<0.1%−53−4.0%ReducedHolders
Q4 20241,323$451.0K0.1%−1,105−45.5%ReducedHolders
Q3 20242,428$914.9K0.1%−1,289−34.7%ReducedHolders
Q2 20243,717$1.14M0.1%+40+1.1%AddedHolders
Q1 20243,677$1.48M0.2%+377+11.4%AddedHolders
Q4 20233,300$1.32M0.2%−167−4.8%ReducedHolders
Q3 20233,467$1.23M0.2%+176+5.3%AddedHolders
Q2 20233,291$1.23M0.2%+138+4.4%AddedHolders
Q1 20233,153$1.08M0.3%+174+5.8%AddedHolders
Q4 20222,979$900.6K0.2%+746+33.4%AddedHolders
Q3 20222,233$711.0K0.2%−482−17.8%ReducedHolders
Q2 20222,715$953.0K0.3%+262+10.7%AddedHolders
Q1 20222,453$1.04M0.3%+315+14.7%AddedHolders
Q4 20212,138$1.21M0.2%+245+12.9%AddedHolders
Q3 20211,893$822.0K0.2%+278+17.2%AddedHolders
Q2 20211,615$741.0K0.2%+675+71.8%AddedHolders
Q1 2021940$325.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.