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OSAIC HOLDINGS, INC.: EES position timeline

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

OSAIC HOLDINGS, INC. held 65,232 EES 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 65,232 shares
    Change vs previous 13F +23,810 shares

    0.01% of the 13F portfolio, value $4,422,364.

    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 41,422 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $2,404,779.

    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 42,569 shares
    Change vs previous 13F -2,172 shares

    <0.01% of the 13F portfolio, value $2,423,913.

    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 44,741 shares
    Change vs previous 13F -3,264 shares

    <0.01% of the 13F portfolio, value $2,504,266.

    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 48,005 shares
    Change vs previous 13F +14,720 shares

    <0.01% of the 13F portfolio, value $2,446,677.

    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 33,285 shares
    Change vs previous 13F -3,895 shares

    <0.01% of the 13F portfolio, value $1,625,999.

    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 37,180 shares
    Change vs previous 13F +4,060 shares

    <0.01% of the 13F portfolio, value $2,005,813.

    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 33,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,747,414.

    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).