Advisor OS, LLC
Holdings in RIV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $698,483 | 59,496 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $641,676 | 53,473 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $638,769 | 53,665 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $608,558 | 53,165 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $577,799 | 51,796 | Shares | Sole | 2025-02-05 |