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OSAIC HOLDINGS, INC.: BWZ position timeline

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

OSAIC HOLDINGS, INC. held 85,508 BWZ 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 85,508 shares
    Change vs previous 13F -26,814 shares

    <0.01% of the 13F portfolio, value $2,287,295.

    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 112,322 shares
    Change vs previous 13F -1,128,806 shares

    <0.01% of the 13F portfolio, value $3,023,607.

    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 1,241,128 shares
    Change vs previous 13F +26,196 shares

    0.05% of the 13F portfolio, value $34,019,188.

    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 1,214,932 shares
    Change vs previous 13F +1,130,254 shares

    0.05% of the 13F portfolio, value $33,796,496.

    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 84,678 shares
    Change vs previous 13F +28,734 shares

    <0.01% of the 13F portfolio, value $2,376,819.

    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 55,944 shares
    Change vs previous 13F -1,108 shares

    <0.01% of the 13F portfolio, value $1,469,071.

    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 57,052 shares
    Change vs previous 13F +7,706 shares

    <0.01% of the 13F portfolio, value $1,445,676.

    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 49,346 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,358,970.

    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).