Skip to content
Disclosery

OSAIC HOLDINGS, INC.: EZM position timeline

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

OSAIC HOLDINGS, INC. held 30,660 EZM 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 30,660 shares
    Change vs previous 13F -3,829 shares

    <0.01% of the 13F portfolio, value $2,323,531.

    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 34,489 shares
    Change vs previous 13F +4,050 shares

    <0.01% of the 13F portfolio, value $2,318,643.

    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 30,439 shares
    Change vs previous 13F +3,636 shares

    <0.01% of the 13F portfolio, value $2,033,727.

    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 26,803 shares
    Change vs previous 13F -1,467 shares

    <0.01% of the 13F portfolio, value $1,772,716.

    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 28,270 shares
    Change vs previous 13F +2,084 shares

    <0.01% of the 13F portfolio, value $1,746,837.

    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 26,186 shares
    Change vs previous 13F -3,310 shares

    <0.01% of the 13F portfolio, value $1,561,205.

    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 29,496 shares
    Change vs previous 13F -688 shares

    <0.01% of the 13F portfolio, value $1,844,438.

    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 30,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,882,243.

    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).