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OSAIC HOLDINGS, INC.: EDGI position timeline

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

OSAIC HOLDINGS, INC. held 667,399 EDGI 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 667,399 shares
    Change vs previous 13F +411,951 shares

    0.02% of the 13F portfolio, value $20,646,782.

    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 255,448 shares
    Change vs previous 13F -1,448,116 shares

    0.01% of the 13F portfolio, value $7,236,836.

    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 1,703,564 shares
    Change vs previous 13F +326,646 shares

    0.07% of the 13F portfolio, value $48,347,140.

    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 1,376,918 shares
    Change vs previous 13F +515,380 shares

    0.05% of the 13F portfolio, value $38,170,164.

    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 861,538 shares
    Change vs previous 13F +861,169 shares

    0.04% of the 13F portfolio, value $22,445,394.

    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 369 shares
    Change vs previous 13F -222,721 shares

    <0.01% of the 13F portfolio, value $8,782.

    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 223,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,021,849.

    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).