Advisor OS, LLC
CIK
0001767580
City
CHICAGO
State / Country
IL
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $384,338 | 36,156 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $373,129 | 36,156 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $363,367 | 36,156 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $357,582 | 36,156 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $347,897 | 36,164 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $373,351 | 36,675 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $341,444 | 36,675 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $352,446 | 36,675 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $337,776 | 36,675 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $314,561 | 37,899 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $326,689 | 37,899 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $325,552 | 37,899 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $345,259 | 37,899 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $309,320 | 38,762 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $350,012 | 39,639 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $425,326 | 39,639 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $507,379 | 39,639 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $539,090 | 39,639 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $555,342 | 39,639 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $524,027 | 39,639 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $559,488 | 40,251 | Shares | Sole | 2021-02-10 |