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OSAIC HOLDINGS, INC.: AVDE position timeline

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

OSAIC HOLDINGS, INC. held 354,773 AVDE 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 354,773 shares
    Change vs previous 13F +99,753 shares

    0.04% of the 13F portfolio, value $31,653,917.

    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 255,020 shares
    Change vs previous 13F +78,182 shares

    0.03% of the 13F portfolio, value $21,641,897.

    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 176,838 shares
    Change vs previous 13F +67,705 shares

    0.02% of the 13F portfolio, value $14,562,912.

    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 109,133 shares
    Change vs previous 13F +17,617 shares

    0.01% of the 13F portfolio, value $8,539,030.

    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 91,516 shares
    Change vs previous 13F +11,462 shares

    0.01% of the 13F portfolio, value $6,774,256.

    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 80,054 shares
    Change vs previous 13F +18,423 shares

    0.01% of the 13F portfolio, value $5,305,608.

    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 61,631 shares
    Change vs previous 13F +12,709 shares

    0.01% of the 13F portfolio, value $3,782,569.

    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 48,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,279,502.

    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).