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OSAIC HOLDINGS, INC.: BWG position timeline

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

OSAIC HOLDINGS, INC. held 39,415 BWG 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 39,415 shares
    Change vs previous 13F +20,534 shares

    <0.01% of the 13F portfolio, value $312,943.

    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 18,881 shares
    Change vs previous 13F -1,310 shares

    <0.01% of the 13F portfolio, value $144,819.

    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 20,191 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $169,005.

    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 20,186 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $174,157.

    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 19,561 shares
    Change vs previous 13F +3,442 shares

    <0.01% of the 13F portfolio, value $162,550.

    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 16,119 shares
    Change vs previous 13F +5,762 shares

    <0.01% of the 13F portfolio, value $134,592.

    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 10,357 shares
    Change vs previous 13F +519 shares

    <0.01% of the 13F portfolio, value $82,857.

    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 9,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,966.

    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).