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OSAIC HOLDINGS, INC.: BMEZ position timeline

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

OSAIC HOLDINGS, INC. held 145,680 BMEZ 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 145,680 shares
    Change vs previous 13F +8,476 shares

    <0.01% of the 13F portfolio, value $2,236,228.

    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 137,204 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $1,970,270.

    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 136,969 shares
    Change vs previous 13F -23,929 shares

    <0.01% of the 13F portfolio, value $2,061,425.

    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 160,898 shares
    Change vs previous 13F +16,732 shares

    <0.01% of the 13F portfolio, value $2,309,228.

    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 144,166 shares
    Change vs previous 13F +16,555 shares

    <0.01% of the 13F portfolio, value $2,055,838.

    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 127,611 shares
    Change vs previous 13F +69,315 shares

    <0.01% of the 13F portfolio, value $1,901,474.

    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 58,296 shares
    Change vs previous 13F +18,382 shares

    <0.01% of the 13F portfolio, value $839,481.

    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 39,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $632,223.

    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).