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OSAIC HOLDINGS, INC.: BKT position timeline

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

OSAIC HOLDINGS, INC. held 76,750 BKT 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 76,750 shares
    Change vs previous 13F +19,807 shares

    <0.01% of the 13F portfolio, value $822,765.

    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 56,943 shares
    Change vs previous 13F -13,090 shares

    <0.01% of the 13F portfolio, value $601,889.

    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 70,033 shares
    Change vs previous 13F +23,375 shares

    <0.01% of the 13F portfolio, value $773,192.

    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 46,658 shares
    Change vs previous 13F +4,226 shares

    <0.01% of the 13F portfolio, value $531,562.

    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 42,432 shares
    Change vs previous 13F -2,191 shares

    <0.01% of the 13F portfolio, value $498,605.

    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 44,623 shares
    Change vs previous 13F +13,371 shares

    <0.01% of the 13F portfolio, value $528,804.

    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 31,252 shares
    Change vs previous 13F +2,723 shares

    <0.01% of the 13F portfolio, value $360,013.

    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 28,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,623.

    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).