Position in BR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$369,900
+$135,445 QoQ
Shares Held
2,701
+87.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#616
of 1,002 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Advisor OS, LLC holds $3,535,802 across 3 Information Technology Services names. BR ranks #3 (10.5% of the industry book) .
All Filings in BR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,900 | 2,701 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $234,455 | 1,443 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $279,629 | 1,253 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $302,949 | 1,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $303,299 | 1,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,041 | 1,221 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $256,382 | 1,134 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||