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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

SAP holding history

SAP SE 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.

SAP overviewAll 13F holders of SAPFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of SAP by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,508−100.0%Sold outHolders
Q1 20261,508$258.2K<0.1%+1,508NewHolders
Q4 20250$00.0%−780−100.0%Sold outHolders
Q3 2025780$208.4K<0.1%+89+12.9%AddedHolders
Q2 2025691$210.1K<0.1%+691NewHolders
Q1 20220$00.0%−2,900−100.0%Sold outHolders
Q4 20212,900$406.0K0.1%+127+4.6%AddedHolders
Q3 20212,773$374.0K0.1%00.0%UnchangedHolders
Q2 20212,773$389.0K0.1%−169−5.7%ReducedHolders
Q1 20212,942$362.0K0.1%––Holders

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