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OSAIC HOLDINGS, INC.: AVUV position timeline

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

OSAIC HOLDINGS, INC. held 1,300,542 AVUV 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 1,300,542 shares
    Change vs previous 13F -65,547 shares

    0.19% of the 13F portfolio, value $162,286,122.

    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 1,366,089 shares
    Change vs previous 13F +27,740 shares

    0.22% of the 13F portfolio, value $150,570,115.

    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 1,338,349 shares
    Change vs previous 13F -39,409 shares

    0.2% of the 13F portfolio, value $136,505,098.

    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 1,377,758 shares
    Change vs previous 13F -5,419 shares

    0.19% of the 13F portfolio, value $137,252,174.

    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 1,383,177 shares
    Change vs previous 13F -5,797 shares

    0.22% of the 13F portfolio, value $126,024,263.

    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 1,388,974 shares
    Change vs previous 13F +208,514 shares

    0.27% of the 13F portfolio, value $121,093,623.

    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 1,180,460 shares
    Change vs previous 13F -13,558 shares

    0.25% of the 13F portfolio, value $112,681,433.

    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 1,194,018 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $113,283,519.

    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).