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Disclosery

OSAIC HOLDINGS, INC.: EPR position timeline

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

OSAIC HOLDINGS, INC. held 81,677 EPR 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 81,677 shares
    Change vs previous 13F +12,210 shares

    0.01% of the 13F portfolio, value $4,739,358.

    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 69,467 shares
    Change vs previous 13F +11,207 shares

    0.01% of the 13F portfolio, value $3,471,276.

    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 58,260 shares
    Change vs previous 13F +27,473 shares

    <0.01% of the 13F portfolio, value $2,908,258.

    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 30,787 shares
    Change vs previous 13F +4,678 shares

    <0.01% of the 13F portfolio, value $1,763,531.

    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 26,109 shares
    Change vs previous 13F +3,612 shares

    <0.01% of the 13F portfolio, value $1,520,575.

    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 22,497 shares
    Change vs previous 13F +11,169 shares

    <0.01% of the 13F portfolio, value $1,184,873.

    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 11,328 shares
    Change vs previous 13F -21,376 shares

    <0.01% of the 13F portfolio, value $502,358.

    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 32,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,604,533.

    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).