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OSAIC HOLDINGS, INC.: EPD position timeline

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

OSAIC HOLDINGS, INC. held 1,655,002 EPD 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 1,655,002 shares
    Change vs previous 13F +138,817 shares

    0.07% of the 13F portfolio, value $60,841,989.

    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 1,516,185 shares
    Change vs previous 13F +71,043 shares

    0.08% of the 13F portfolio, value $57,375,752.

    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 1,445,142 shares
    Change vs previous 13F -191,804 shares

    0.07% of the 13F portfolio, value $46,335,374.

    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 1,636,946 shares
    Change vs previous 13F +273,294 shares

    0.07% of the 13F portfolio, value $52,063,475.

    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 1,363,652 shares
    Change vs previous 13F +57,354 shares

    0.08% of the 13F portfolio, value $42,296,881.

    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 1,306,298 shares
    Change vs previous 13F +204,563 shares

    0.1% of the 13F portfolio, value $44,601,311.

    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 1,101,735 shares
    Change vs previous 13F +51,495 shares

    0.08% of the 13F portfolio, value $34,553,754.

    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 1,050,240 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $30,575,690.

    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).