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OSAIC HOLDINGS, INC.: EPP position timeline

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

OSAIC HOLDINGS, INC. held 11,627 EPP 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 11,627 shares
    Change vs previous 13F +2,559 shares

    <0.01% of the 13F portfolio, value $619,415.

    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 9,068 shares
    Change vs previous 13F +2,100 shares

    <0.01% of the 13F portfolio, value $481,974.

    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 6,968 shares
    Change vs previous 13F -31,383 shares

    <0.01% of the 13F portfolio, value $351,786.

    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 38,351 shares
    Change vs previous 13F -1,495 shares

    <0.01% of the 13F portfolio, value $1,976,950.

    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 39,846 shares
    Change vs previous 13F +5,742 shares

    <0.01% of the 13F portfolio, value $1,967,056.

    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 34,104 shares
    Change vs previous 13F +3,079 shares

    <0.01% of the 13F portfolio, value $1,503,890.

    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 31,025 shares
    Change vs previous 13F +20,210 shares

    <0.01% of the 13F portfolio, value $1,359,140.

    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 10,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $528,203.

    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).