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Disclosery

OSAIC HOLDINGS, INC.: EFG position timeline

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

OSAIC HOLDINGS, INC. held 598,592 EFG 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 598,592 shares
    Change vs previous 13F +78,787 shares

    0.09% of the 13F portfolio, value $74,552,392.

    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 519,805 shares
    Change vs previous 13F +222,366 shares

    0.08% of the 13F portfolio, value $57,923,791.

    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 297,439 shares
    Change vs previous 13F -118,866 shares

    0.05% of the 13F portfolio, value $33,931,725.

    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 416,305 shares
    Change vs previous 13F -29,783 shares

    0.07% of the 13F portfolio, value $46,862,101.

    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 446,088 shares
    Change vs previous 13F +73,438 shares

    0.09% of the 13F portfolio, value $49,957,801.

    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 372,650 shares
    Change vs previous 13F -211,015 shares

    0.08% of the 13F portfolio, value $37,310,374.

    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 583,665 shares
    Change vs previous 13F +138,522 shares

    0.11% of the 13F portfolio, value $49,995,128.

    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 445,143 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $47,956,108.

    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).