OSAIC HOLDINGS, INC.: AVB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on AVB, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 4,150 AVB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,150 sharesChange vs previous 13F -106 shares
<0.01% of the 13F portfolio, value $785,386.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,256 sharesChange vs previous 13F -42 shares
<0.01% of the 13F portfolio, value $697,600.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,298 sharesChange vs previous 13F -20,296 shares
<0.01% of the 13F portfolio, value $781,785.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,594 sharesChange vs previous 13F +1,732 shares
0.01% of the 13F portfolio, value $4,809,545.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 22,862 sharesChange vs previous 13F +16,396 shares
0.01% of the 13F portfolio, value $4,654,102.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,466 sharesChange vs previous 13F -3,741 shares
<0.01% of the 13F portfolio, value $1,389,147.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 10,207 sharesChange vs previous 13F -10,495 shares
<0.01% of the 13F portfolio, value $1,278,469.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,702 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $4,663,982.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).