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Disclosery

OSAIC HOLDINGS, INC.: EFIV position timeline

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

OSAIC HOLDINGS, INC. held 22,523 EFIV 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 22,523 shares
    Change vs previous 13F +1,159 shares

    <0.01% of the 13F portfolio, value $1,642,853.

    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 21,364 shares
    Change vs previous 13F +1,641 shares

    <0.01% of the 13F portfolio, value $1,347,839.

    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 19,723 shares
    Change vs previous 13F -1,525 shares

    <0.01% of the 13F portfolio, value $1,304,767.

    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 21,248 shares
    Change vs previous 13F -3,379 shares

    <0.01% of the 13F portfolio, value $1,313,161.

    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 24,627 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,441,951.

    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 24,626 shares
    Change vs previous 13F +705 shares

    <0.01% of the 13F portfolio, value $1,317,563.

    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 23,921 shares
    Change vs previous 13F -2,563 shares

    <0.01% of the 13F portfolio, value $1,351,108.

    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 26,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,476,766.

    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).