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OSAIC HOLDINGS, INC.: BKIE position timeline

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

OSAIC HOLDINGS, INC. held 104,277 BKIE 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 104,277 shares
    Change vs previous 13F -17,364 shares

    0.01% of the 13F portfolio, value $10,493,788.

    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 121,641 shares
    Change vs previous 13F -32,720 shares

    0.02% of the 13F portfolio, value $11,368,116.

    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 154,361 shares
    Change vs previous 13F +10,192 shares

    0.02% of the 13F portfolio, value $14,292,887.

    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 144,169 shares
    Change vs previous 13F +14,108 shares

    0.02% of the 13F portfolio, value $12,705,346.

    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 130,061 shares
    Change vs previous 13F -13,253 shares

    0.02% of the 13F portfolio, value $11,211,139.

    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 143,314 shares
    Change vs previous 13F +40,498 shares

    0.02% of the 13F portfolio, value $11,089,676.

    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 102,816 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $7,447,209.

    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 102,919 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,148,542.

    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).