Skip to content
Disclosery

OSAIC HOLDINGS, INC.: ACWV position timeline

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

OSAIC HOLDINGS, INC. held 48,504 ACWV 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 48,504 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $5,832,588.

    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 48,771 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $5,829,288.

    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 47,911 shares
    Change vs previous 13F -2,569 shares

    0.01% of the 13F portfolio, value $5,690,211.

    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 50,480 shares
    Change vs previous 13F -3,850 shares

    0.01% of the 13F portfolio, value $6,031,312.

    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 54,330 shares
    Change vs previous 13F +10,571 shares

    0.01% of the 13F portfolio, value $6,435,331.

    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 43,759 shares
    Change vs previous 13F +3,158 shares

    0.01% of the 13F portfolio, value $5,093,441.

    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 40,601 shares
    Change vs previous 13F +596 shares

    0.01% of the 13F portfolio, value $4,434,647.

    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 40,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,582,632.

    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).