Skip to content
Disclosery

OSAIC HOLDINGS, INC.: EFAV position timeline

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

OSAIC HOLDINGS, INC. held 169,268 EFAV 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 169,268 shares
    Change vs previous 13F +24,567 shares

    0.02% of the 13F portfolio, value $14,828,703.

    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 144,701 shares
    Change vs previous 13F -13,507 shares

    0.02% of the 13F portfolio, value $13,200,196.

    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 158,208 shares
    Change vs previous 13F -47,294 shares

    0.02% of the 13F portfolio, value $13,627,117.

    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 205,502 shares
    Change vs previous 13F +77,861 shares

    0.02% of the 13F portfolio, value $17,403,905.

    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 127,641 shares
    Change vs previous 13F +30,077 shares

    0.02% of the 13F portfolio, value $10,614,523.

    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 97,564 shares
    Change vs previous 13F -17,880 shares

    0.02% of the 13F portfolio, value $7,605,337.

    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 115,444 shares
    Change vs previous 13F -18,013 shares

    0.02% of the 13F portfolio, value $8,164,775.

    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 133,457 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,237,866.

    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).