Skip to content

OSAIC HOLDINGS, INC.: BW position timeline

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

OSAIC HOLDINGS, INC. held 4,501 BW 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 4,501 shares
    Change vs previous 13F +1,117 shares

    <0.01% of the 13F portfolio, value $63,462.

    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 3,384 shares
    Change vs previous 13F -11,239 shares

    <0.01% of the 13F portfolio, value $49,710.

    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 14,623 shares
    Change vs previous 13F +520 shares

    <0.01% of the 13F portfolio, value $92,708.

    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 14,103 shares
    Change vs previous 13F +11,527 shares

    <0.01% of the 13F portfolio, value $38,238.

    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 2,576 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $2,471.

    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 2,506 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $1,678.

    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 3,562 shares
    Change vs previous 13F +2,326 shares

    <0.01% of the 13F portfolio, value $5,840.

    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 1,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,521.

    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).