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OSAIC HOLDINGS, INC.: AVEM position timeline

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

OSAIC HOLDINGS, INC. held 2,188,324 AVEM 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 2,188,324 shares
    Change vs previous 13F +252,072 shares

    0.25% of the 13F portfolio, value $211,158,315.

    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 1,936,252 shares
    Change vs previous 13F +170,413 shares

    0.23% of the 13F portfolio, value $156,025,062.

    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 1,765,839 shares
    Change vs previous 13F +77,996 shares

    0.2% of the 13F portfolio, value $136,007,306.

    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 1,687,843 shares
    Change vs previous 13F +1,409,250 shares

    0.18% of the 13F portfolio, value $125,661,495.

    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 278,593 shares
    Change vs previous 13F -3,920 shares

    0.03% of the 13F portfolio, value $19,095,276.

    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 282,513 shares
    Change vs previous 13F +219,663 shares

    0.04% of the 13F portfolio, value $16,998,828.

    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 62,850 shares
    Change vs previous 13F +21,963 shares

    0.01% of the 13F portfolio, value $3,694,915.

    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 40,887 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,641,323.

    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).