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OSAIC HOLDINGS, INC.: EVG position timeline

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

OSAIC HOLDINGS, INC. held 173,144 EVG 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 173,144 shares
    Change vs previous 13F +26,260 shares

    <0.01% of the 13F portfolio, value $1,866,492.

    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 146,884 shares
    Change vs previous 13F +3,957 shares

    <0.01% of the 13F portfolio, value $1,570,199.

    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 142,927 shares
    Change vs previous 13F +27,687 shares

    <0.01% of the 13F portfolio, value $1,560,781.

    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 115,240 shares
    Change vs previous 13F +15,540 shares

    <0.01% of the 13F portfolio, value $1,299,058.

    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 99,700 shares
    Change vs previous 13F +22,105 shares

    <0.01% of the 13F portfolio, value $1,099,721.

    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 77,595 shares
    Change vs previous 13F +29,655 shares

    <0.01% of the 13F portfolio, value $852,009.

    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 47,940 shares
    Change vs previous 13F +16,730 shares

    <0.01% of the 13F portfolio, value $523,508.

    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 31,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,943.

    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).