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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

TRI holding history

Thomson Reuters Corp 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of TRI by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,937−100.0%Sold outHolders
Q2 20241,937$326.5K<0.1%−78−3.9%ReducedHolders
Q1 20242,015$314.0K<0.1%+44+2.2%AddedHolders
Q4 20231,971$288.2K<0.1%+241+13.9%AddedHolders
Q3 20231,730$211.6K<0.1%+86+5.2%AddedHolders
Q2 20231,644$221.8K<0.1%+7+0.4%AddedHolders
Q1 20231,637$213.0K0.1%+1,637NewHolders