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OSAIC HOLDINGS, INC.: FAX position timeline

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

OSAIC HOLDINGS, INC. held 146,038 FAX 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 146,038 shares
    Change vs previous 13F +1,583 shares

    <0.01% of the 13F portfolio, value $2,148,219.

    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 144,455 shares
    Change vs previous 13F -5,101 shares

    <0.01% of the 13F portfolio, value $2,082,995.

    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 149,556 shares
    Change vs previous 13F +2,780 shares

    <0.01% of the 13F portfolio, value $2,294,192.

    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 146,776 shares
    Change vs previous 13F +7,068 shares

    <0.01% of the 13F portfolio, value $2,401,205.

    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 139,708 shares
    Change vs previous 13F +1,623 shares

    <0.01% of the 13F portfolio, value $2,224,132.

    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 138,085 shares
    Change vs previous 13F -9,597 shares

    <0.01% of the 13F portfolio, value $2,167,907.

    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 147,682 shares
    Change vs previous 13F -137,826 shares

    <0.01% of the 13F portfolio, value $2,173,805.

    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 285,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,967,662.

    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).