Skip to main content

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

WBA holding history

Walgreens Boots Alliance, 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.

WBA overviewAll 13F holders of WBAFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of WBA by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−9,770−100.0%Sold outHolders
Q1 20249,770$211.9K<0.1%+274+2.9%AddedHolders
Q4 20239,496$247.9K<0.1%+185+2.0%AddedHolders
Q3 20239,311$207.1K<0.1%+64+0.7%AddedHolders
Q2 20239,247$263.4K<0.1%+357+4.0%AddedHolders
Q1 20238,890$307.4K0.1%−9−0.1%ReducedHolders
Q4 20228,899$332.5K0.1%+74+0.8%AddedHolders
Q3 20228,825$277.0K0.1%+83+0.9%AddedHolders
Q2 20228,742$331.0K0.1%+8,742NewHolders
Q1 20220$00.0%−9,230−100.0%Sold outHolders
Q4 20219,230$481.0K0.1%+58+0.6%AddedHolders
Q3 20219,172$432.0K0.1%+1,856+25.4%AddedHolders
Q2 20217,316$385.0K0.1%+50+0.7%AddedHolders
Q1 20217,266$399.0K0.1%––Holders

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