Skip to content
Disclosery

OSAIC HOLDINGS, INC.: BOXX position timeline

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

OSAIC HOLDINGS, INC. held 51,022 BOXX 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 51,022 shares
    Change vs previous 13F +8,705 shares

    0.01% of the 13F portfolio, value $5,974,065.

    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 42,317 shares
    Change vs previous 13F +7,884 shares

    0.01% of the 13F portfolio, value $4,920,953.

    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 34,433 shares
    Change vs previous 13F -14,598 shares

    0.01% of the 13F portfolio, value $3,963,210.

    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 49,031 shares
    Change vs previous 13F +3,727 shares

    0.01% of the 13F portfolio, value $5,566,815.

    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 45,304 shares
    Change vs previous 13F +2,763 shares

    0.01% of the 13F portfolio, value $5,104,772.

    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 42,541 shares
    Change vs previous 13F +23,718 shares

    0.01% of the 13F portfolio, value $4,742,910.

    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 18,823 shares
    Change vs previous 13F +10,181 shares

    <0.01% of the 13F portfolio, value $2,075,841.

    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 8,642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $941,419.

    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).