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OSAIC HOLDINGS, INC.: BILS position timeline

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

OSAIC HOLDINGS, INC. held 623,564 BILS 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 623,564 shares
    Change vs previous 13F +18,810 shares

    0.07% of the 13F portfolio, value $61,973,352.

    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 604,754 shares
    Change vs previous 13F -4,700 shares

    0.09% of the 13F portfolio, value $60,140,536.

    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 609,454 shares
    Change vs previous 13F +75,980 shares

    0.09% of the 13F portfolio, value $60,473,451.

    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 533,474 shares
    Change vs previous 13F +99,549 shares

    0.07% of the 13F portfolio, value $53,090,826.

    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 433,925 shares
    Change vs previous 13F -141,782 shares

    0.08% of the 13F portfolio, value $43,148,156.

    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 575,707 shares
    Change vs previous 13F -234,775 shares

    0.13% of the 13F portfolio, value $57,279,712.

    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 810,482 shares
    Change vs previous 13F +13,548 shares

    0.18% of the 13F portfolio, value $80,361,701.

    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 796,934 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $79,360,464.

    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).