Skip to content
Disclosery

OSAIC HOLDINGS, INC.: ADX position timeline

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

OSAIC HOLDINGS, INC. held 201,219 ADX 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 201,219 shares
    Change vs previous 13F +3,312 shares

    0.01% of the 13F portfolio, value $5,141,454.

    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 197,907 shares
    Change vs previous 13F +16,364 shares

    0.01% of the 13F portfolio, value $4,332,474.

    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 181,543 shares
    Change vs previous 13F +4,980 shares

    0.01% of the 13F portfolio, value $4,233,928.

    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 176,563 shares
    Change vs previous 13F -1,718 shares

    0.01% of the 13F portfolio, value $3,841,709.

    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 178,281 shares
    Change vs previous 13F +11,815 shares

    0.01% of the 13F portfolio, value $3,870,809.

    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 166,466 shares
    Change vs previous 13F +9,859 shares

    0.01% of the 13F portfolio, value $3,161,413.

    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 156,607 shares
    Change vs previous 13F +18,419 shares

    0.01% of the 13F portfolio, value $3,163,971.

    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 138,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,979,531.

    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).