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Disclosery

OSAIC HOLDINGS, INC.: ED position timeline

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

OSAIC HOLDINGS, INC. held 172,840 ED 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 172,840 shares
    Change vs previous 13F +6,450 shares

    0.02% of the 13F portfolio, value $19,130,048.

    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 166,390 shares
    Change vs previous 13F +5,346 shares

    0.03% of the 13F portfolio, value $18,840,543.

    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 161,044 shares
    Change vs previous 13F -34,463 shares

    0.02% of the 13F portfolio, value $16,003,061.

    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 195,507 shares
    Change vs previous 13F +21,931 shares

    0.03% of the 13F portfolio, value $19,444,632.

    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 173,576 shares
    Change vs previous 13F +33,435 shares

    0.03% of the 13F portfolio, value $17,850,510.

    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 140,141 shares
    Change vs previous 13F +5,942 shares

    0.03% of the 13F portfolio, value $15,505,416.

    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 134,199 shares
    Change vs previous 13F -25,277 shares

    0.03% of the 13F portfolio, value $11,828,461.

    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 159,476 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,613,054.

    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).