Skip to content
Disclosery

OSAIC HOLDINGS, INC.: BSMR position timeline

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

OSAIC HOLDINGS, INC. held 163,122 BSMR 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 163,122 shares
    Change vs previous 13F +24,671 shares

    <0.01% of the 13F portfolio, value $3,856,184.

    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 138,451 shares
    Change vs previous 13F +9,301 shares

    <0.01% of the 13F portfolio, value $3,274,392.

    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 129,150 shares
    Change vs previous 13F +21,429 shares

    <0.01% of the 13F portfolio, value $3,056,932.

    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 107,721 shares
    Change vs previous 13F +2,769 shares

    <0.01% of the 13F portfolio, value $2,537,566.

    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 104,952 shares
    Change vs previous 13F -9,158 shares

    <0.01% of the 13F portfolio, value $2,463,220.

    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 114,110 shares
    Change vs previous 13F +28,811 shares

    0.01% of the 13F portfolio, value $2,687,307.

    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 85,299 shares
    Change vs previous 13F +25,815 shares

    <0.01% of the 13F portfolio, value $2,013,042.

    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 59,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,409,776.

    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).