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OSAIC HOLDINGS, INC.: HTD position timeline

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

OSAIC HOLDINGS, INC. held 152,788 HTD 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 152,788 shares
    Change vs previous 13F +36,220 shares

    <0.01% of the 13F portfolio, value $3,894,785.

    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 116,568 shares
    Change vs previous 13F -17,178 shares

    <0.01% of the 13F portfolio, value $2,887,585.

    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 133,746 shares
    Change vs previous 13F -67,017 shares

    <0.01% of the 13F portfolio, value $3,164,660.

    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 200,763 shares
    Change vs previous 13F +34,608 shares

    0.01% of the 13F portfolio, value $4,946,622.

    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 166,155 shares
    Change vs previous 13F +38,290 shares

    0.01% of the 13F portfolio, value $3,886,545.

    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 127,865 shares
    Change vs previous 13F -22,859 shares

    0.01% of the 13F portfolio, value $3,059,988.

    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 150,724 shares
    Change vs previous 13F +39,498 shares

    0.01% of the 13F portfolio, value $3,319,084.

    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 111,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,582,775.

    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).