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OSAIC HOLDINGS, INC.: BRO position timeline

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

OSAIC HOLDINGS, INC. held 86,823 BRO 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 86,823 shares
    Change vs previous 13F -5,943 shares

    0.01% of the 13F portfolio, value $5,415,616.

    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 92,766 shares
    Change vs previous 13F -61,116 shares

    0.01% of the 13F portfolio, value $5,892,193.

    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 153,882 shares
    Change vs previous 13F -28,229 shares

    0.02% of the 13F portfolio, value $12,072,761.

    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 182,111 shares
    Change vs previous 13F +116,523 shares

    0.02% of the 13F portfolio, value $17,022,906.

    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 65,588 shares
    Change vs previous 13F +1,708 shares

    0.01% of the 13F portfolio, value $7,294,853.

    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 63,880 shares
    Change vs previous 13F -2,912 shares

    0.02% of the 13F portfolio, value $7,949,959.

    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 66,792 shares
    Change vs previous 13F -5,075 shares

    0.02% of the 13F portfolio, value $6,816,594.

    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 71,867 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,446,689.

    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).