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OSAIC HOLDINGS, INC.: AVMV position timeline

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

OSAIC HOLDINGS, INC. held 18,255 AVMV 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 18,255 shares
    Change vs previous 13F +2,015 shares

    <0.01% of the 13F portfolio, value $1,470,417.

    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 16,240 shares
    Change vs previous 13F -2,854 shares

    <0.01% of the 13F portfolio, value $1,204,685.

    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 19,094 shares
    Change vs previous 13F -19,230 shares

    <0.01% of the 13F portfolio, value $1,359,660.

    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 38,324 shares
    Change vs previous 13F -844 shares

    <0.01% of the 13F portfolio, value $2,650,820.

    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 39,168 shares
    Change vs previous 13F +4,644 shares

    <0.01% of the 13F portfolio, value $2,560,891.

    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 34,524 shares
    Change vs previous 13F +34,474 shares

    <0.01% of the 13F portfolio, value $2,121,232.

    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 50 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,264.

    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).