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OSAIC HOLDINGS, INC.: ESGU position timeline

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

OSAIC HOLDINGS, INC. held 196,199 ESGU 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 196,199 shares
    Change vs previous 13F +53,008 shares

    0.04% of the 13F portfolio, value $32,122,269.

    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 143,191 shares
    Change vs previous 13F -58,824 shares

    0.03% of the 13F portfolio, value $20,254,778.

    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 202,015 shares
    Change vs previous 13F -23,174 shares

    0.04% of the 13F portfolio, value $30,104,867.

    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 225,189 shares
    Change vs previous 13F +16,839 shares

    0.05% of the 13F portfolio, value $32,238,779.

    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 208,350 shares
    Change vs previous 13F -25,179 shares

    0.05% of the 13F portfolio, value $28,129,031.

    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 233,529 shares
    Change vs previous 13F -25,343 shares

    0.06% of the 13F portfolio, value $28,476,245.

    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 258,872 shares
    Change vs previous 13F -21,363 shares

    0.07% of the 13F portfolio, value $33,355,406.

    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 280,235 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,372,175.

    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).