Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WHG holding history

Westwood Holdings Group 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.

WHG overview All 13F holders of WHG Full Q2 2026 holdings

Shares (Q2 2026): 19,818
Value: $379.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of WHG by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,818	$379.7K	<0.1%	−217−1.1%	Reduced	Holders
Q1 2026	20,035	$330.0K	<0.1%	+20,035	New	Holders