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OSAIC HOLDINGS, INC.: EPI position timeline

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

OSAIC HOLDINGS, INC. held 18,794 EPI 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 18,794 shares
    Change vs previous 13F -1,697 shares

    <0.01% of the 13F portfolio, value $804,057.

    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 20,491 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $836,080.

    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 19,189 shares
    Change vs previous 13F -4,627 shares

    <0.01% of the 13F portfolio, value $888,306.

    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 23,816 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $1,047,349.

    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 24,140 shares
    Change vs previous 13F -1,667 shares

    <0.01% of the 13F portfolio, value $1,141,370.

    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 25,807 shares
    Change vs previous 13F -112,535 shares

    <0.01% of the 13F portfolio, value $1,128,244.

    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 138,342 shares
    Change vs previous 13F +13,951 shares

    0.01% of the 13F portfolio, value $6,263,055.

    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 124,391 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,276,760.

    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).