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OSAIC HOLDINGS, INC.: AVT position timeline

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

OSAIC HOLDINGS, INC. held 32,599 AVT 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 32,599 shares
    Change vs previous 13F -18,395 shares

    <0.01% of the 13F portfolio, value $2,895,381.

    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 50,994 shares
    Change vs previous 13F +16,735 shares

    <0.01% of the 13F portfolio, value $3,142,184.

    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 34,259 shares
    Change vs previous 13F -12,216 shares

    <0.01% of the 13F portfolio, value $1,647,191.

    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 46,475 shares
    Change vs previous 13F +44,052 shares

    <0.01% of the 13F portfolio, value $2,432,617.

    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 2,423 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $128,699.

    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 2,000 shares
    Change vs previous 13F -2,697 shares

    <0.01% of the 13F portfolio, value $96,269.

    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 4,697 shares
    Change vs previous 13F -8,607 shares

    <0.01% of the 13F portfolio, value $245,765.

    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 13,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $722,521.

    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).