Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PSBD holding history

Palmer Square Capital BDC 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.

PSBD overview All 13F holders of PSBD Full Q2 2026 holdings

Shares (Q2 2026): 63,761
Value: $664.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PSBD by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	63,761	$664.4K	<0.1%	+391+0.6%	Added	Holders
Q1 2026	63,370	$619.1K	<0.1%	+7,209+12.8%	Added	Holders
Q4 2025	56,161	$684.6K	0.1%	+56,161	New	Holders