Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PUK holding history

Prudential PLC 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of PUK by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−10,906−100.0%	Sold out	Holders
Q2 2024	10,906	$199.8K	<0.1%	+174+1.6%	Added	Holders
Q1 2024	10,732	$206.8K	<0.1%	+1,362+14.5%	Added	Holders
Q4 2023	9,370	$210.4K	<0.1%	+9,370	New	Holders