Position in RTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$887,308
-$272,099 QoQ
Shares Held
31,014
-15.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#97
of 283 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Advisor OS, LLC holds $1,712,218 across 3 Specialty Business Services names. RTO ranks #1 (51.8% of the industry book) .
All Filings in RTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,308 | 31,014 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,159,407 | 36,830 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,156,834 | 39,268 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,014,039 | 40,160 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||