Skip to content
Disclosery

OSAIC HOLDINGS, INC.: BTO position timeline

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

OSAIC HOLDINGS, INC. held 19,452 BTO 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 19,452 shares
    Change vs previous 13F +8,647 shares

    <0.01% of the 13F portfolio, value $767,061.

    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 10,805 shares
    Change vs previous 13F -5,657 shares

    <0.01% of the 13F portfolio, value $387,589.

    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 16,462 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $577,594.

    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 16,238 shares
    Change vs previous 13F -950 shares

    <0.01% of the 13F portfolio, value $596,775.

    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 17,188 shares
    Change vs previous 13F +4,839 shares

    <0.01% of the 13F portfolio, value $608,653.

    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 12,349 shares
    Change vs previous 13F +1,241 shares

    <0.01% of the 13F portfolio, value $421,307.

    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 11,108 shares
    Change vs previous 13F -8,198 shares

    <0.01% of the 13F portfolio, value $396,510.

    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 19,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $640,252.

    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).