Advisor OS, LLC
- SEC CIK
- 0001767580
- Latest filing
- Aug 5, 2026
WD holding history
Walker & Dunlop, 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.
WD overviewAll 13F holders of WDFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −8,320−100.0% | Sold out | Holders |
| Q3 2024 | 8,320 | $945.0K | 0.1% | −1,620−16.3% | Reduced | Holders |
| Q2 2024 | 9,940 | $976.1K | 0.1% | +89+0.9% | Added | Holders |
| Q1 2024 | 9,851 | $995.6K | 0.1% | −871−8.1% | Reduced | Holders |
| Q4 2023 | 10,722 | $1.19M | 0.2% | −8,414−44.0% | Reduced | Holders |
| Q3 2023 | 19,136 | $1.42M | 0.2% | +10,264+115.7% | Added | Holders |
| Q2 2023 | 8,872 | $701.7K | 0.1% | +8,872 | New | Holders |