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OSAIC HOLDINGS, INC.: BE position timeline

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

OSAIC HOLDINGS, INC. held 114,226 BE 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 114,226 shares
    Change vs previous 13F +32,593 shares

    0.04% of the 13F portfolio, value $34,576,178.

    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 81,633 shares
    Change vs previous 13F +26,511 shares

    0.02% of the 13F portfolio, value $11,060,124.

    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 55,122 shares
    Change vs previous 13F +2,536 shares

    0.01% of the 13F portfolio, value $4,789,365.

    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 52,586 shares
    Change vs previous 13F +8,988 shares

    0.01% of the 13F portfolio, value $3,668,815.

    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 43,598 shares
    Change vs previous 13F -9,302 shares

    <0.01% of the 13F portfolio, value $1,042,859.

    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 52,900 shares
    Change vs previous 13F +12,756 shares

    <0.01% of the 13F portfolio, value $1,040,006.

    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 40,144 shares
    Change vs previous 13F -5,065 shares

    <0.01% of the 13F portfolio, value $874,369.

    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 45,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,383.

    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).