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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

SGI holding history

Somnigroup International 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.

SGI overviewAll 13F holders of SGIFull Q2 2026 holdings

Shares (Q2 2026)
12,731
Value
$998.1K
% of portfolio
0.1%
Quarters held
5
Since Q1 2025
Holdings of SGI by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,731$998.1K0.1%+3,707+41.1%AddedHolders
Q1 20269,024$667.0K<0.1%+6,109+209.6%AddedHolders
Q4 20252,915$260.3K<0.1%+378+14.9%AddedHolders
Q3 20252,537$213.9K<0.1%+2,537NewHolders
Q2 20250$00.0%−4,331−100.0%Sold outHolders
Q1 20254,331$259.3K<0.1%+4,331NewHolders