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OSAIC HOLDINGS, INC.: AVK position timeline

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

OSAIC HOLDINGS, INC. held 117,641 AVK 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 117,641 shares
    Change vs previous 13F +17,549 shares

    <0.01% of the 13F portfolio, value $1,541,113.

    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 100,092 shares
    Change vs previous 13F -17,586 shares

    <0.01% of the 13F portfolio, value $1,117,030.

    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 117,678 shares
    Change vs previous 13F -10,778 shares

    <0.01% of the 13F portfolio, value $1,475,709.

    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 128,456 shares
    Change vs previous 13F +930 shares

    <0.01% of the 13F portfolio, value $1,609,862.

    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 127,526 shares
    Change vs previous 13F +6,649 shares

    <0.01% of the 13F portfolio, value $1,544,368.

    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 120,877 shares
    Change vs previous 13F +9,630 shares

    <0.01% of the 13F portfolio, value $1,393,743.

    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 111,247 shares
    Change vs previous 13F -5,626 shares

    <0.01% of the 13F portfolio, value $1,309,381.

    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 116,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,372,088.

    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).