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OSAIC HOLDINGS, INC.: BOX position timeline

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

OSAIC HOLDINGS, INC. held 7,665 BOX 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 7,665 shares
    Change vs previous 13F -896 shares

    <0.01% of the 13F portfolio, value $203,425.

    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 8,561 shares
    Change vs previous 13F -185,793 shares

    <0.01% of the 13F portfolio, value $202,378.

    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 194,354 shares
    Change vs previous 13F -62,616 shares

    0.01% of the 13F portfolio, value $5,813,122.

    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 256,970 shares
    Change vs previous 13F +246,984 shares

    0.01% of the 13F portfolio, value $8,295,270.

    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 9,986 shares
    Change vs previous 13F +953 shares

    <0.01% of the 13F portfolio, value $341,036.

    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 9,033 shares
    Change vs previous 13F -3,155 shares

    <0.01% of the 13F portfolio, value $278,754.

    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 12,188 shares
    Change vs previous 13F -1,734 shares

    <0.01% of the 13F portfolio, value $362,188.

    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 13,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,661.

    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).