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OSAIC HOLDINGS, INC.: BSMW position timeline

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

OSAIC HOLDINGS, INC. held 63,386 BSMW 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 63,386 shares
    Change vs previous 13F +14,644 shares

    <0.01% of the 13F portfolio, value $1,593,526.

    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 48,742 shares
    Change vs previous 13F +17,556 shares

    <0.01% of the 13F portfolio, value $1,211,233.

    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 31,186 shares
    Change vs previous 13F +5,216 shares

    <0.01% of the 13F portfolio, value $783,078.

    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 25,970 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $635,483.

    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 26,119 shares
    Change vs previous 13F +4,909 shares

    <0.01% of the 13F portfolio, value $639,391.

    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 21,210 shares
    Change vs previous 13F +7,965 shares

    <0.01% of the 13F portfolio, value $521,764.

    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 13,245 shares
    Change vs previous 13F +3,796 shares

    <0.01% of the 13F portfolio, value $332,316.

    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 9,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,178.

    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).