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Disclosery

OSAIC HOLDINGS, INC.: C position timeline

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

OSAIC HOLDINGS, INC. held 706,285 C 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 706,285 shares
    Change vs previous 13F +2,230 shares

    0.12% of the 13F portfolio, value $98,877,291.

    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 704,055 shares
    Change vs previous 13F +237,499 shares

    0.12% of the 13F portfolio, value $79,862,619.

    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 466,556 shares
    Change vs previous 13F -121,524 shares

    0.08% of the 13F portfolio, value $54,447,279.

    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 588,080 shares
    Change vs previous 13F +107,305 shares

    0.08% of the 13F portfolio, value $58,620,272.

    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 480,775 shares
    Change vs previous 13F +83,176 shares

    0.07% of the 13F portfolio, value $40,326,931.

    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 397,599 shares
    Change vs previous 13F -33,320 shares

    0.06% of the 13F portfolio, value $28,236,993.

    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 430,919 shares
    Change vs previous 13F +71,575 shares

    0.07% of the 13F portfolio, value $29,189,251.

    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 359,344 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,502,444.

    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).