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OSAIC HOLDINGS, INC.: EHI position timeline

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

OSAIC HOLDINGS, INC. held 117,778 EHI 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 117,778 shares
    Change vs previous 13F +1,077 shares

    <0.01% of the 13F portfolio, value $701,945.

    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 116,701 shares
    Change vs previous 13F -20,207 shares

    <0.01% of the 13F portfolio, value $688,532.

    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 136,908 shares
    Change vs previous 13F +30,794 shares

    <0.01% of the 13F portfolio, value $877,568.

    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 106,114 shares
    Change vs previous 13F +3,095 shares

    <0.01% of the 13F portfolio, value $694,352.

    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 103,019 shares
    Change vs previous 13F +22,524 shares

    <0.01% of the 13F portfolio, value $673,730.

    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 80,495 shares
    Change vs previous 13F +29,941 shares

    <0.01% of the 13F portfolio, value $532,069.

    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 50,554 shares
    Change vs previous 13F +28,316 shares

    <0.01% of the 13F portfolio, value $337,635.

    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 22,238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,330.

    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).