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OSAIC HOLDINGS, INC.: BSMS position timeline

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

OSAIC HOLDINGS, INC. held 169,848 BSMS 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 169,848 shares
    Change vs previous 13F +54,715 shares

    <0.01% of the 13F portfolio, value $3,981,230.

    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 115,133 shares
    Change vs previous 13F +12,160 shares

    <0.01% of the 13F portfolio, value $2,694,077.

    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 102,973 shares
    Change vs previous 13F +18,870 shares

    <0.01% of the 13F portfolio, value $2,419,861.

    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 84,103 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $1,963,736.

    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 83,893 shares
    Change vs previous 13F -13,082 shares

    <0.01% of the 13F portfolio, value $1,948,820.

    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 96,975 shares
    Change vs previous 13F +30,457 shares

    0.01% of the 13F portfolio, value $2,247,780.

    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 66,518 shares
    Change vs previous 13F +470 shares

    <0.01% of the 13F portfolio, value $1,551,858.

    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 66,048 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,557,396.

    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).