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OSAIC HOLDINGS, INC.: COO position timeline

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

OSAIC HOLDINGS, INC. held 16,621 COO 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 16,621 shares
    Change vs previous 13F -47,251 shares

    <0.01% of the 13F portfolio, value $1,191,887.

    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 63,872 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $4,566,871.

    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 63,507 shares
    Change vs previous 13F -3,687 shares

    0.01% of the 13F portfolio, value $5,205,098.

    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 67,194 shares
    Change vs previous 13F +62,169 shares

    0.01% of the 13F portfolio, value $4,601,607.

    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 5,025 shares
    Change vs previous 13F -1,831 shares

    <0.01% of the 13F portfolio, value $358,295.

    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 6,856 shares
    Change vs previous 13F -4,786 shares

    <0.01% of the 13F portfolio, value $578,355.

    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 11,642 shares
    Change vs previous 13F -2,222 shares

    <0.01% of the 13F portfolio, value $1,011,000.

    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 13,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,529,716.

    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).