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OSAIC HOLDINGS, INC.: EXP position timeline

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

OSAIC HOLDINGS, INC. held 2,501 EXP 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 2,501 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $562,908.

    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 2,287 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $433,347.

    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 2,332 shares
    Change vs previous 13F -5,294 shares

    <0.01% of the 13F portfolio, value $482,072.

    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 7,626 shares
    Change vs previous 13F -6,626 shares

    <0.01% of the 13F portfolio, value $1,763,824.

    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 14,252 shares
    Change vs previous 13F +11,823 shares

    0.01% of the 13F portfolio, value $3,047,137.

    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 2,429 shares
    Change vs previous 13F -1,545 shares

    <0.01% of the 13F portfolio, value $539,184.

    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 3,974 shares
    Change vs previous 13F -2,440 shares

    <0.01% of the 13F portfolio, value $980,898.

    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 6,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,845,261.

    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).