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OSAIC HOLDINGS, INC.: BEPC position timeline

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

OSAIC HOLDINGS, INC. held 28,022 BEPC 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 28,022 shares
    Change vs previous 13F +7,427 shares

    <0.01% of the 13F portfolio, value $1,040,407.

    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 20,595 shares
    Change vs previous 13F -5,797 shares

    <0.01% of the 13F portfolio, value $820,361.

    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 26,392 shares
    Change vs previous 13F +1,236 shares

    <0.01% of the 13F portfolio, value $1,012,064.

    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 25,156 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $861,959.

    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 24,653 shares
    Change vs previous 13F +8,413 shares

    <0.01% of the 13F portfolio, value $799,713.

    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 16,240 shares
    Change vs previous 13F -2,423 shares

    <0.01% of the 13F portfolio, value $453,359.

    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 18,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,217.

    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).