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OSAIC HOLDINGS, INC.: ERC position timeline

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

OSAIC HOLDINGS, INC. held 107,017 ERC 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 107,017 shares
    Change vs previous 13F +40,822 shares

    <0.01% of the 13F portfolio, value $985,644.

    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 66,195 shares
    Change vs previous 13F -13,644 shares

    <0.01% of the 13F portfolio, value $596,426.

    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 79,839 shares
    Change vs previous 13F +6,221 shares

    <0.01% of the 13F portfolio, value $742,678.

    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 73,618 shares
    Change vs previous 13F -2,190 shares

    <0.01% of the 13F portfolio, value $701,818.

    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 75,808 shares
    Change vs previous 13F +5,604 shares

    <0.01% of the 13F portfolio, value $716,408.

    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 70,204 shares
    Change vs previous 13F +4,692 shares

    <0.01% of the 13F portfolio, value $647,307.

    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 65,512 shares
    Change vs previous 13F +15,019 shares

    <0.01% of the 13F portfolio, value $602,046.

    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 50,493 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $483,727.

    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).