Skip to content
Disclosery

OSAIC HOLDINGS, INC.: EPU position timeline

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

OSAIC HOLDINGS, INC. held 17,765 EPU 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 17,765 shares
    Change vs previous 13F +2,592 shares

    <0.01% of the 13F portfolio, value $1,483,696.

    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 15,173 shares
    Change vs previous 13F +3,011 shares

    <0.01% of the 13F portfolio, value $1,224,988.

    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 12,162 shares
    Change vs previous 13F -2,044 shares

    <0.01% of the 13F portfolio, value $880,373.

    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 14,206 shares
    Change vs previous 13F +10,286 shares

    <0.01% of the 13F portfolio, value $823,988.

    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 3,920 shares
    Change vs previous 13F +2,851 shares

    <0.01% of the 13F portfolio, value $190,418.

    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 1,069 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,933.

    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 1,069 shares
    Change vs previous 13F +1,034 shares

    <0.01% of the 13F portfolio, value $42,356.

    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 35 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,548.

    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).