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OSAIC HOLDINGS, INC.: AVY position timeline

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

OSAIC HOLDINGS, INC. held 32,065 AVY 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 32,065 shares
    Change vs previous 13F +820 shares

    0.01% of the 13F portfolio, value $5,206,646.

    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 31,245 shares
    Change vs previous 13F +4,025 shares

    0.01% of the 13F portfolio, value $5,395,949.

    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 27,220 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $4,951,779.

    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 27,637 shares
    Change vs previous 13F +20,400 shares

    0.01% of the 13F portfolio, value $4,489,981.

    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 7,237 shares
    Change vs previous 13F -879 shares

    <0.01% of the 13F portfolio, value $1,270,497.

    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 8,116 shares
    Change vs previous 13F -15,029 shares

    <0.01% of the 13F portfolio, value $1,445,132.

    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 23,145 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $3,630,948.

    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 24,437 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,395,144.

    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).