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OSAIC HOLDINGS, INC.: EVF position timeline

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

OSAIC HOLDINGS, INC. held 38,577 EVF 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 38,577 shares
    Change vs previous 13F +11,319 shares

    <0.01% of the 13F portfolio, value $192,117.

    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 27,258 shares
    Change vs previous 13F +3,414 shares

    <0.01% of the 13F portfolio, value $136,017.

    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 23,844 shares
    Change vs previous 13F -10,966 shares

    <0.01% of the 13F portfolio, value $125,657.

    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 34,810 shares
    Change vs previous 13F +2,001 shares

    <0.01% of the 13F portfolio, value $193,168.

    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 32,809 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $186,686.

    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 32,212 shares
    Change vs previous 13F +3,029 shares

    <0.01% of the 13F portfolio, value $188,117.

    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 29,183 shares
    Change vs previous 13F -3,600 shares

    <0.01% of the 13F portfolio, value $179,183.

    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 32,783 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,598.

    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).