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OSAIC HOLDINGS, INC.: ACWI position timeline

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

OSAIC HOLDINGS, INC. held 178,713 ACWI 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 178,713 shares
    Change vs previous 13F +9,407 shares

    0.03% of the 13F portfolio, value $28,053,971.

    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 169,306 shares
    Change vs previous 13F -75,393 shares

    0.03% of the 13F portfolio, value $23,427,068.

    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 244,699 shares
    Change vs previous 13F -103,316 shares

    0.05% of the 13F portfolio, value $34,623,349.

    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 348,015 shares
    Change vs previous 13F +75,953 shares

    0.07% of the 13F portfolio, value $47,118,284.

    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 272,062 shares
    Change vs previous 13F +11,577 shares

    0.06% of the 13F portfolio, value $34,987,488.

    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 260,485 shares
    Change vs previous 13F +22,542 shares

    0.07% of the 13F portfolio, value $30,317,847.

    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 237,943 shares
    Change vs previous 13F -3,571 shares

    0.06% of the 13F portfolio, value $27,958,571.

    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 241,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $28,873,241.

    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).