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OSAIC HOLDINGS, INC.: BAI position timeline

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

OSAIC HOLDINGS, INC. held 1,734,778 BAI 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 1,734,778 shares
    Change vs previous 13F +133,800 shares

    0.11% of the 13F portfolio, value $91,479,354.

    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 1,600,978 shares
    Change vs previous 13F +540,311 shares

    0.08% of the 13F portfolio, value $52,765,257.

    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 1,060,667 shares
    Change vs previous 13F +494,073 shares

    0.05% of the 13F portfolio, value $35,334,337.

    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 566,594 shares
    Change vs previous 13F +347,559 shares

    0.03% of the 13F portfolio, value $18,678,803.

    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 219,035 shares
    Change vs previous 13F +214,004 shares

    0.01% of the 13F portfolio, value $6,318,743.

    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 5,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,125.

    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).