Skip to content
Disclosery

OSAIC HOLDINGS, INC.: AVO position timeline

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

OSAIC HOLDINGS, INC. held 4,756 AVO 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 4,756 shares
    Change vs previous 13F +2,843 shares

    <0.01% of the 13F portfolio, value $56,092.

    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 1,913 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $26,322.

    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 1,408 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $16,333.

    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 1,612 shares
    Change vs previous 13F -24,859 shares

    <0.01% of the 13F portfolio, value $19,627.

    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 26,471 shares
    Change vs previous 13F -20,378 shares

    <0.01% of the 13F portfolio, value $310,174.

    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 46,849 shares
    Change vs previous 13F +7,370 shares

    <0.01% of the 13F portfolio, value $490,976.

    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 39,479 shares
    Change vs previous 13F -2,067 shares

    <0.01% of the 13F portfolio, value $567,313.

    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 41,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $532,620.

    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).