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OSAIC HOLDINGS, INC.: AVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on AVA, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 34,038 AVA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,038 shares
    Change vs previous 13F +1,020 shares

    <0.01% of the 13F portfolio, value $1,392,635.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,018 shares
    Change vs previous 13F +328 shares

    <0.01% of the 13F portfolio, value $1,325,418.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,690 shares
    Change vs previous 13F -11,251 shares

    <0.01% of the 13F portfolio, value $1,259,927.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,941 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $1,656,838.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 44,205 shares
    Change vs previous 13F +2,048 shares

    <0.01% of the 13F portfolio, value $1,681,131.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,157 shares
    Change vs previous 13F -11,290 shares

    <0.01% of the 13F portfolio, value $1,765,203.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 53,447 shares
    Change vs previous 13F +17,467 shares

    <0.01% of the 13F portfolio, value $1,947,092.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,394,287.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).