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OSAIC HOLDINGS, INC.: EVN position timeline

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

OSAIC HOLDINGS, INC. held 127,002 EVN 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 127,002 shares
    Change vs previous 13F +52,746 shares

    <0.01% of the 13F portfolio, value $1,430,086.

    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 74,256 shares
    Change vs previous 13F -11,753 shares

    <0.01% of the 13F portfolio, value $773,018.

    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 86,009 shares
    Change vs previous 13F -7,177 shares

    <0.01% of the 13F portfolio, value $925,514.

    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 93,186 shares
    Change vs previous 13F -4,346 shares

    <0.01% of the 13F portfolio, value $1,027,029.

    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 97,532 shares
    Change vs previous 13F -62,243 shares

    <0.01% of the 13F portfolio, value $997,834.

    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 159,775 shares
    Change vs previous 13F +50,317 shares

    <0.01% of the 13F portfolio, value $1,639,346.

    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 109,458 shares
    Change vs previous 13F +4,951 shares

    <0.01% of the 13F portfolio, value $1,106,639.

    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 104,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,146,463.

    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).