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Disclosery

OSAIC HOLDINGS, INC.: AR position timeline

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

OSAIC HOLDINGS, INC. held 11,418 AR 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 11,418 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $401,218.

    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 11,317 shares
    Change vs previous 13F -1,643 shares

    <0.01% of the 13F portfolio, value $480,265.

    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 12,960 shares
    Change vs previous 13F -2,112 shares

    <0.01% of the 13F portfolio, value $446,609.

    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 15,072 shares
    Change vs previous 13F +2,346 shares

    <0.01% of the 13F portfolio, value $497,635.

    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 12,726 shares
    Change vs previous 13F -2,435 shares

    <0.01% of the 13F portfolio, value $512,598.

    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 15,161 shares
    Change vs previous 13F -11,678 shares

    <0.01% of the 13F portfolio, value $613,105.

    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 26,839 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $940,694.

    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 26,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $766,165.

    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).