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OSAIC HOLDINGS, INC.: EELV position timeline

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

OSAIC HOLDINGS, INC. held 9,871 EELV 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 9,871 shares
    Change vs previous 13F -14,056 shares

    <0.01% of the 13F portfolio, value $274,470.

    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 23,927 shares
    Change vs previous 13F -6,709 shares

    <0.01% of the 13F portfolio, value $671,945.

    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 30,636 shares
    Change vs previous 13F -9,307 shares

    <0.01% of the 13F portfolio, value $840,378.

    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 39,943 shares
    Change vs previous 13F +29,120 shares

    <0.01% of the 13F portfolio, value $1,060,265.

    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 10,823 shares
    Change vs previous 13F +2,992 shares

    <0.01% of the 13F portfolio, value $282,759.

    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 7,831 shares
    Change vs previous 13F -8,197 shares

    <0.01% of the 13F portfolio, value $190,167.

    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 16,028 shares
    Change vs previous 13F -5,242 shares

    <0.01% of the 13F portfolio, value $375,264.

    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 21,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $554,931.

    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).