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OSAIC HOLDINGS, INC.: BLV position timeline

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

OSAIC HOLDINGS, INC. held 732,721 BLV 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 732,721 shares
    Change vs previous 13F +24,554 shares

    0.06% of the 13F portfolio, value $50,534,126.

    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 708,167 shares
    Change vs previous 13F -10,064 shares

    0.07% of the 13F portfolio, value $48,735,057.

    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 718,231 shares
    Change vs previous 13F +69,790 shares

    0.07% of the 13F portfolio, value $49,961,122.

    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 648,441 shares
    Change vs previous 13F +39,385 shares

    0.06% of the 13F portfolio, value $45,911,026.

    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 609,056 shares
    Change vs previous 13F +58,948 shares

    0.08% of the 13F portfolio, value $42,388,013.

    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 550,108 shares
    Change vs previous 13F +67,636 shares

    0.09% of the 13F portfolio, value $38,767,385.

    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 482,472 shares
    Change vs previous 13F +104,140 shares

    0.07% of the 13F portfolio, value $33,048,521.

    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 378,332 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,463,455.

    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).