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OSAIC HOLDINGS, INC.: BAM position timeline

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

OSAIC HOLDINGS, INC. held 21,061 BAM 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 21,061 shares
    Change vs previous 13F +3,131 shares

    <0.01% of the 13F portfolio, value $944,939.

    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 17,930 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $795,938.

    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 18,153 shares
    Change vs previous 13F -14,970 shares

    <0.01% of the 13F portfolio, value $952,527.

    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 33,123 shares
    Change vs previous 13F -6,787 shares

    <0.01% of the 13F portfolio, value $1,939,511.

    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 39,910 shares
    Change vs previous 13F +23,923 shares

    <0.01% of the 13F portfolio, value $2,058,520.

    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 15,987 shares
    Change vs previous 13F -6,093 shares

    <0.01% of the 13F portfolio, value $774,544.

    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 22,080 shares
    Change vs previous 13F -3,258 shares

    <0.01% of the 13F portfolio, value $1,197,305.

    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 25,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,198,792.

    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).