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OSAIC HOLDINGS, INC.: ETHO position timeline

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

OSAIC HOLDINGS, INC. held 20,476 ETHO 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 20,476 shares
    Change vs previous 13F +12,302 shares

    <0.01% of the 13F portfolio, value $1,650,684.

    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 8,174 shares
    Change vs previous 13F -10,139 shares

    <0.01% of the 13F portfolio, value $540,227.

    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 18,313 shares
    Change vs previous 13F -3,570 shares

    <0.01% of the 13F portfolio, value $1,195,904.

    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 21,883 shares
    Change vs previous 13F -15,055 shares

    <0.01% of the 13F portfolio, value $1,388,488.

    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 36,938 shares
    Change vs previous 13F +11,653 shares

    <0.01% of the 13F portfolio, value $2,147,204.

    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 25,285 shares
    Change vs previous 13F -15,723 shares

    <0.01% of the 13F portfolio, value $1,390,419.

    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 41,008 shares
    Change vs previous 13F +2,348 shares

    0.01% of the 13F portfolio, value $2,449,859.

    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 38,660 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,316,184.

    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).