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Disclosery

OSAIC HOLDINGS, INC.: BCAL position timeline

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

OSAIC HOLDINGS, INC. held 36,162 BCAL 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 36,162 shares
    Change vs previous 13F +30,970 shares

    <0.01% of the 13F portfolio, value $753,643.

    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 5,192 shares
    Change vs previous 13F -40,937 shares

    <0.01% of the 13F portfolio, value $92,014.

    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 46,129 shares
    Change vs previous 13F +4,332 shares

    <0.01% of the 13F portfolio, value $861,227.

    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 41,797 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $698,402.

    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 41,870 shares
    Change vs previous 13F -40,050 shares

    <0.01% of the 13F portfolio, value $659,871.

    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 81,920 shares
    Change vs previous 13F +40,528 shares

    <0.01% of the 13F portfolio, value $1,173,913.

    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 41,392 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $684,623.

    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 41,432 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $612,778.

    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).