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OSAIC HOLDINGS, INC.: EZU position timeline

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

OSAIC HOLDINGS, INC. held 644,630 EZU 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 644,630 shares
    Change vs previous 13F +7,359 shares

    0.05% of the 13F portfolio, value $44,802,480.

    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 637,271 shares
    Change vs previous 13F +14,296 shares

    0.06% of the 13F portfolio, value $39,919,227.

    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 622,975 shares
    Change vs previous 13F -72,655 shares

    0.06% of the 13F portfolio, value $39,933,432.

    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 695,630 shares
    Change vs previous 13F +597,496 shares

    0.06% of the 13F portfolio, value $42,927,108.

    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 98,134 shares
    Change vs previous 13F +29,048 shares

    0.01% of the 13F portfolio, value $5,728,377.

    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 69,086 shares
    Change vs previous 13F +60,622 shares

    0.01% of the 13F portfolio, value $3,679,370.

    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 8,464 shares
    Change vs previous 13F +1,671 shares

    <0.01% of the 13F portfolio, value $400,052.

    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 6,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $355,523.

    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).