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OSAIC HOLDINGS, INC.: BIV position timeline

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

OSAIC HOLDINGS, INC. held 2,073,835 BIV 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 2,073,835 shares
    Change vs previous 13F +8,314 shares

    0.19% of the 13F portfolio, value $159,084,972.

    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 2,065,521 shares
    Change vs previous 13F -98,677 shares

    0.23% of the 13F portfolio, value $159,305,366.

    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 2,164,198 shares
    Change vs previous 13F +62,343 shares

    0.25% of the 13F portfolio, value $168,569,115.

    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 2,101,855 shares
    Change vs previous 13F +234,725 shares

    0.23% of the 13F portfolio, value $163,978,766.

    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 1,867,130 shares
    Change vs previous 13F -225,122 shares

    0.26% of the 13F portfolio, value $144,425,555.

    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 2,092,252 shares
    Change vs previous 13F -503,917 shares

    0.36% of the 13F portfolio, value $160,247,340.

    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 2,596,169 shares
    Change vs previous 13F +930,589 shares

    0.33% of the 13F portfolio, value $144,843,751.

    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 1,665,580 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $130,560,586.

    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).