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Disclosery

OSAIC HOLDINGS, INC.: BR position timeline

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

OSAIC HOLDINGS, INC. held 49,630 BR 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 49,630 shares
    Change vs previous 13F -66,495 shares

    0.01% of the 13F portfolio, value $6,798,881.

    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 116,125 shares
    Change vs previous 13F +4,367 shares

    0.03% of the 13F portfolio, value $18,870,575.

    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 111,758 shares
    Change vs previous 13F +2,741 shares

    0.04% of the 13F portfolio, value $24,944,869.

    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 109,017 shares
    Change vs previous 13F +92,667 shares

    0.04% of the 13F portfolio, value $26,098,503.

    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 16,350 shares
    Change vs previous 13F -2,105 shares

    0.01% of the 13F portfolio, value $3,977,829.

    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 18,455 shares
    Change vs previous 13F -1,913 shares

    0.01% of the 13F portfolio, value $4,478,514.

    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 20,368 shares
    Change vs previous 13F +1,941 shares

    0.01% of the 13F portfolio, value $3,738,665.

    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 18,427 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,965,357.

    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).