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OSAIC HOLDINGS, INC.: EQWL position timeline

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

OSAIC HOLDINGS, INC. held 522,262 EQWL 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 522,262 shares
    Change vs previous 13F +60,132 shares

    0.08% of the 13F portfolio, value $67,387,440.

    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 462,130 shares
    Change vs previous 13F +170,124 shares

    0.08% of the 13F portfolio, value $53,257,508.

    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 292,006 shares
    Change vs previous 13F +15,038 shares

    0.05% of the 13F portfolio, value $34,508,155.

    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 276,968 shares
    Change vs previous 13F +55,174 shares

    0.04% of the 13F portfolio, value $31,658,250.

    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 221,794 shares
    Change vs previous 13F -14,140 shares

    0.04% of the 13F portfolio, value $24,394,943.

    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 235,934 shares
    Change vs previous 13F +186,835 shares

    0.05% of the 13F portfolio, value $24,326,313.

    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 49,099 shares
    Change vs previous 13F +4,433 shares

    0.01% of the 13F portfolio, value $5,022,752.

    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 44,666 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,571,260.

    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).