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OSAIC HOLDINGS, INC.: EPOL position timeline

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

OSAIC HOLDINGS, INC. held 34,400 EPOL 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 34,400 shares
    Change vs previous 13F -3,402 shares

    <0.01% of the 13F portfolio, value $1,328,033.

    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 37,802 shares
    Change vs previous 13F +21,283 shares

    <0.01% of the 13F portfolio, value $1,376,226.

    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 16,519 shares
    Change vs previous 13F -21,833 shares

    <0.01% of the 13F portfolio, value $581,285.

    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 38,352 shares
    Change vs previous 13F +4,776 shares

    <0.01% of the 13F portfolio, value $1,217,888.

    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 33,576 shares
    Change vs previous 13F +3,228 shares

    <0.01% of the 13F portfolio, value $1,083,164.

    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 30,348 shares
    Change vs previous 13F +28,743 shares

    <0.01% of the 13F portfolio, value $850,050.

    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 1,605 shares
    Change vs previous 13F -59,688 shares

    <0.01% of the 13F portfolio, value $33,501.

    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 61,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,485,735.

    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).