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OSAIC HOLDINGS, INC.: EDV position timeline

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

OSAIC HOLDINGS, INC. held 83,323 EDV 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 83,323 shares
    Change vs previous 13F -35,648 shares

    0.01% of the 13F portfolio, value $5,422,648.

    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 118,971 shares
    Change vs previous 13F -13,867 shares

    0.01% of the 13F portfolio, value $7,727,174.

    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 132,838 shares
    Change vs previous 13F +24,561 shares

    0.01% of the 13F portfolio, value $8,635,875.

    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 108,277 shares
    Change vs previous 13F +27,866 shares

    0.01% of the 13F portfolio, value $7,004,993.

    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 80,411 shares
    Change vs previous 13F +25,242 shares

    0.01% of the 13F portfolio, value $5,411,988.

    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 55,169 shares
    Change vs previous 13F -12,203 shares

    0.01% of the 13F portfolio, value $3,923,504.

    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 67,372 shares
    Change vs previous 13F -18,396 shares

    0.01% of the 13F portfolio, value $4,562,854.

    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 85,768 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,834,615.

    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).