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OSAIC HOLDINGS, INC.: AVDV position timeline

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

OSAIC HOLDINGS, INC. held 79,683 AVDV 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 79,683 shares
    Change vs previous 13F +15,686 shares

    0.01% of the 13F portfolio, value $8,218,327.

    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 63,997 shares
    Change vs previous 13F +7,926 shares

    0.01% of the 13F portfolio, value $6,396,499.

    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 56,071 shares
    Change vs previous 13F +12,372 shares

    0.01% of the 13F portfolio, value $5,274,401.

    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 43,699 shares
    Change vs previous 13F +3,120 shares

    0.01% of the 13F portfolio, value $3,773,738.

    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 40,579 shares
    Change vs previous 13F +2,778 shares

    0.01% of the 13F portfolio, value $3,220,270.

    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 37,801 shares
    Change vs previous 13F +4,149 shares

    0.01% of the 13F portfolio, value $2,638,706.

    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 33,652 shares
    Change vs previous 13F +4,045 shares

    <0.01% of the 13F portfolio, value $2,192,389.

    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 29,607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,094,558.

    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).