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Disclosery

OSAIC HOLDINGS, INC.: VB position timeline

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

OSAIC HOLDINGS, INC. held 1,065,927 VB 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 1,065,927 shares
    Change vs previous 13F +158,101 shares

    0.38% of the 13F portfolio, value $323,388,199.

    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 907,826 shares
    Change vs previous 13F +84,443 shares

    0.35% of the 13F portfolio, value $237,974,594.

    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 823,383 shares
    Change vs previous 13F -8,291 shares

    0.31% of the 13F portfolio, value $212,592,715.

    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 831,674 shares
    Change vs previous 13F +92,283 shares

    0.3% of the 13F portfolio, value $211,106,146.

    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 739,391 shares
    Change vs previous 13F +104,852 shares

    0.31% of the 13F portfolio, value $174,567,467.

    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 634,539 shares
    Change vs previous 13F -176,331 shares

    0.31% of the 13F portfolio, value $140,841,195.

    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 810,870 shares
    Change vs previous 13F +98,258 shares

    0.43% of the 13F portfolio, value $189,427,135.

    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 712,612 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $169,153,488.

    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).