Skip to main content

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

RTO holding history

Rentokil Initial 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.

RTO overviewAll 13F holders of RTOFull Q2 2026 holdings

Shares (Q2 2026)
31,014
Value
$887.3K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of RTO by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,014$887.3K0.1%−5,816−15.8%ReducedHolders
Q1 202636,830$1.16M0.1%−2,438−6.2%ReducedHolders
Q4 202539,268$1.16M0.1%−892−2.2%ReducedHolders
Q3 202540,160$1.01M0.1%+40,160NewHolders