Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

XPO holding history

XPO, 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.

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

Shares (Q2 2026): 2,445
Value: $501.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of XPO by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,445	$501.9K	<0.1%	−25−1.0%	Reduced	Holders
Q1 2026	2,470	$480.5K	<0.1%	−655−21.0%	Reduced	Holders
Q4 2025	3,125	$424.7K	<0.1%	+6+0.2%	Added	Holders
Q3 2025	3,119	$403.2K	<0.1%	+3,119	New	Holders