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OSAIC HOLDINGS, INC.: EVTR position timeline

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

OSAIC HOLDINGS, INC. held 2,217,002 EVTR 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 2,217,002 shares
    Change vs previous 13F +153,099 shares

    0.13% of the 13F portfolio, value $112,425,318.

    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 2,063,903 shares
    Change vs previous 13F +94,348 shares

    0.15% of the 13F portfolio, value $104,743,766.

    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 1,969,555 shares
    Change vs previous 13F +247,544 shares

    0.15% of the 13F portfolio, value $101,433,109.

    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 1,722,011 shares
    Change vs previous 13F +128,175 shares

    0.12% of the 13F portfolio, value $88,060,737.

    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 1,593,836 shares
    Change vs previous 13F +245,780 shares

    0.14% of the 13F portfolio, value $81,065,009.

    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 1,348,056 shares
    Change vs previous 13F +286,429 shares

    0.15% of the 13F portfolio, value $68,254,083.

    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 1,061,627 shares
    Change vs previous 13F +128,896 shares

    0.12% of the 13F portfolio, value $52,932,430.

    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 932,731 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $48,315,406.

    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).