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OSAIC HOLDINGS, INC.: BMO position timeline

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

OSAIC HOLDINGS, INC. held 22,646 BMO 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 22,646 shares
    Change vs previous 13F +1,751 shares

    <0.01% of the 13F portfolio, value $4,005,188.

    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 20,895 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $2,829,892.

    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 20,869 shares
    Change vs previous 13F -449 shares

    <0.01% of the 13F portfolio, value $2,711,417.

    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 21,318 shares
    Change vs previous 13F +1,834 shares

    <0.01% of the 13F portfolio, value $2,645,414.

    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 19,484 shares
    Change vs previous 13F -3,658 shares

    <0.01% of the 13F portfolio, value $2,157,871.

    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 23,142 shares
    Change vs previous 13F -1,674 shares

    <0.01% of the 13F portfolio, value $2,213,270.

    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 24,816 shares
    Change vs previous 13F +603 shares

    0.01% of the 13F portfolio, value $2,411,380.

    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 24,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,186,981.

    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).