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OSAIC HOLDINGS, INC.: EFV position timeline

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

OSAIC HOLDINGS, INC. held 1,330,566 EFV 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 1,330,566 shares
    Change vs previous 13F +93,515 shares

    0.12% of the 13F portfolio, value $101,932,000.

    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 1,237,051 shares
    Change vs previous 13F +90,722 shares

    0.13% of the 13F portfolio, value $92,033,272.

    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 1,146,329 shares
    Change vs previous 13F -56,785 shares

    0.12% of the 13F portfolio, value $81,919,408.

    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 1,203,114 shares
    Change vs previous 13F +122,310 shares

    0.11% of the 13F portfolio, value $81,124,008.

    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 1,080,804 shares
    Change vs previous 13F +374,744 shares

    0.12% of the 13F portfolio, value $68,538,012.

    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 706,060 shares
    Change vs previous 13F -268,392 shares

    0.09% of the 13F portfolio, value $41,643,623.

    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 974,452 shares
    Change vs previous 13F +244,465 shares

    0.11% of the 13F portfolio, value $47,387,207.

    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 729,987 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $42,019,190.

    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).