Skip to content
Disclosery

OSAIC HOLDINGS, INC.: EPM position timeline

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

OSAIC HOLDINGS, INC. held 8,069 EPM 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 8,069 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $29,694.

    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 7,909 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $36,225.

    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 7,841 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $27,759.

    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 8,563 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $42,479.

    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 8,058 shares
    Change vs previous 13F -9,666 shares

    <0.01% of the 13F portfolio, value $38,010.

    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 17,724 shares
    Change vs previous 13F +6,703 shares

    <0.01% of the 13F portfolio, value $91,814.

    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 11,021 shares
    Change vs previous 13F +3,648 shares

    <0.01% of the 13F portfolio, value $57,642.

    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 7,373 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,153.

    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).