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OSAIC HOLDINGS, INC.: EXC position timeline

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

OSAIC HOLDINGS, INC. held 267,789 EXC 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 267,789 shares
    Change vs previous 13F +24,512 shares

    0.01% of the 13F portfolio, value $12,486,065.

    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 243,277 shares
    Change vs previous 13F +9,305 shares

    0.02% of the 13F portfolio, value $11,926,654.

    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 233,972 shares
    Change vs previous 13F -40,691 shares

    0.01% of the 13F portfolio, value $10,199,162.

    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 274,663 shares
    Change vs previous 13F +45,646 shares

    0.02% of the 13F portfolio, value $12,192,244.

    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 229,017 shares
    Change vs previous 13F +36,756 shares

    0.02% of the 13F portfolio, value $9,960,654.

    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 192,261 shares
    Change vs previous 13F +26,434 shares

    0.02% of the 13F portfolio, value $8,860,501.

    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 165,827 shares
    Change vs previous 13F +5,702 shares

    0.01% of the 13F portfolio, value $6,086,551.

    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 160,125 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,493,672.

    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).