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Disclosery

OSAIC HOLDINGS, INC.: ESPR position timeline

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

OSAIC HOLDINGS, INC. held 77,434 ESPR 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 77,434 shares
    Change vs previous 13F -7,000 shares

    <0.01% of the 13F portfolio, value $244,693.

    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 84,434 shares
    Change vs previous 13F -2,009 shares

    <0.01% of the 13F portfolio, value $231,350.

    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 86,443 shares
    Change vs previous 13F +5,009 shares

    <0.01% of the 13F portfolio, value $319,840.

    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 81,434 shares
    Change vs previous 13F +3,750 shares

    <0.01% of the 13F portfolio, value $195,205.

    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 77,684 shares
    Change vs previous 13F +745 shares

    <0.01% of the 13F portfolio, value $76,133.

    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 76,939 shares
    Change vs previous 13F -435 shares

    <0.01% of the 13F portfolio, value $110,791.

    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 77,374 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $170,224.

    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 76,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $126,438.

    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).