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OSAIC HOLDINGS, INC.: EXR position timeline

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

OSAIC HOLDINGS, INC. held 13,993 EXR 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 13,993 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $2,034,346.

    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 13,232 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $1,736,237.

    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 13,389 shares
    Change vs previous 13F -2,265 shares

    <0.01% of the 13F portfolio, value $1,744,543.

    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 15,654 shares
    Change vs previous 13F -334 shares

    <0.01% of the 13F portfolio, value $2,221,056.

    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 15,988 shares
    Change vs previous 13F +2,344 shares

    <0.01% of the 13F portfolio, value $2,359,003.

    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 13,644 shares
    Change vs previous 13F -3,127 shares

    <0.01% of the 13F portfolio, value $2,027,010.

    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 16,771 shares
    Change vs previous 13F -9,294 shares

    <0.01% of the 13F portfolio, value $2,106,988.

    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 26,065 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,697,494.

    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).