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Disclosery

OSAIC HOLDINGS, INC.: ALL position timeline

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

OSAIC HOLDINGS, INC. held 121,915 ALL 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 121,915 shares
    Change vs previous 13F -83,787 shares

    0.03% of the 13F portfolio, value $29,017,558.

    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 205,702 shares
    Change vs previous 13F +9,495 shares

    0.06% of the 13F portfolio, value $42,656,511.

    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 196,207 shares
    Change vs previous 13F -3,522 shares

    0.06% of the 13F portfolio, value $40,848,429.

    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 199,729 shares
    Change vs previous 13F +145,386 shares

    0.06% of the 13F portfolio, value $42,473,458.

    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 54,343 shares
    Change vs previous 13F -991 shares

    0.02% of the 13F portfolio, value $10,947,889.

    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 55,334 shares
    Change vs previous 13F -18,152 shares

    0.03% of the 13F portfolio, value $11,466,256.

    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 73,486 shares
    Change vs previous 13F +3,144 shares

    0.03% of the 13F portfolio, value $12,426,345.

    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 70,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,344,607.

    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).