Advisor OS, LLC

Business address
225 W Randolph St, Suite 3050, Chicago, IL, 60606
Top securities (13F)
VOO, MINT, VIG, JAAA, AAPL, CLIP, IWD, BASG, NOC, NVDA, VEA, MSFT, SPLG, IWF, VTI, RSP, AMZN, SPY, FTHI, and TCHP
State of incorporation
TX
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Advisor OS, LLC has filed 23 SEC EDGAR filings since 28 Aug 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-20349
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-20349
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-20349
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-20349
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-20349
13F-HR Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-20349
N-PX Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-20349
13F-HR Open Document Open Filing 09 May 2024 31 Mar 2024 028-20349
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-20349
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-20349
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-20349
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-20349
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-20349
13F-HR Open Document Open Filing 04 Nov 2022 30 Sep 2022 028-20349
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-20349
13F-HR Open Document Open Filing 11 May 2022 31 Mar 2022 028-20349
13F-HR Open Document Open Filing 04 Feb 2022 31 Dec 2021 028-20349
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-20349
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-20349
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-20349
13F-HR Open Document Open Filing 10 Feb 2021 31 Dec 2020 028-20349
13F-HR Open Document Open Filing 12 Nov 2020 30 Sep 2020 028-20349
13F-HR Open Document Open Filing 28 Aug 2020 30 Jun 2020 028-20349