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OSAIC HOLDINGS, INC.: EDGU position timeline

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

OSAIC HOLDINGS, INC. held 1,207,705 EDGU 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 1,207,705 shares
    Change vs previous 13F +625,615 shares

    0.05% of the 13F portfolio, value $38,646,554.

    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 582,090 shares
    Change vs previous 13F +193,397 shares

    0.02% of the 13F portfolio, value $16,172,961.

    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 388,693 shares
    Change vs previous 13F -88,413 shares

    0.02% of the 13F portfolio, value $11,066,101.

    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 477,106 shares
    Change vs previous 13F -83,029 shares

    0.02% of the 13F portfolio, value $13,339,205.

    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 560,135 shares
    Change vs previous 13F +560,124 shares

    0.03% of the 13F portfolio, value $14,574,715.

    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 11 shares
    Change vs previous 13F -820,420 shares

    <0.01% of the 13F portfolio, value $267.

    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 820,431 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,115,307.

    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).