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OSAIC HOLDINGS, INC.: AVUS position timeline

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

OSAIC HOLDINGS, INC. held 334,161 AVUS 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 334,161 shares
    Change vs previous 13F +97,009 shares

    0.05% of the 13F portfolio, value $42,805,591.

    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 237,152 shares
    Change vs previous 13F +25,597 shares

    0.04% of the 13F portfolio, value $26,369,856.

    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 211,555 shares
    Change vs previous 13F +33,890 shares

    0.03% of the 13F portfolio, value $23,650,649.

    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 177,665 shares
    Change vs previous 13F +37,422 shares

    0.03% of the 13F portfolio, value $19,186,346.

    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 140,243 shares
    Change vs previous 13F -19,535 shares

    0.03% of the 13F portfolio, value $14,140,605.

    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 159,778 shares
    Change vs previous 13F +115,964 shares

    0.03% of the 13F portfolio, value $14,761,141.

    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 43,814 shares
    Change vs previous 13F +969 shares

    0.01% of the 13F portfolio, value $4,246,888.

    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 42,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,076,733.

    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).