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Disclosery

OSAIC HOLDINGS, INC.: ESP position timeline

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

OSAIC HOLDINGS, INC. held 5,618 ESP 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 5,618 shares
    Change vs previous 13F -969 shares

    <0.01% of the 13F portfolio, value $378,391.

    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 6,587 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $365,087.

    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 7,937 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $374,069.

    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 8,408 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $329,190.

    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 8,654 shares
    Change vs previous 13F +1,754 shares

    <0.01% of the 13F portfolio, value $395,591.

    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 6,900 shares
    Change vs previous 13F -1,170 shares

    <0.01% of the 13F portfolio, value $187,195.

    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 8,070 shares
    Change vs previous 13F +3,820 shares

    <0.01% of the 13F portfolio, value $243,310.

    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 4,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,881.

    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).