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OSAIC HOLDINGS, INC.: FCAL position timeline

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

OSAIC HOLDINGS, INC. held 55,361 FCAL 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 55,361 shares
    Change vs previous 13F +26,822 shares

    <0.01% of the 13F portfolio, value $2,749,103.

    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 28,539 shares
    Change vs previous 13F -4,132 shares

    <0.01% of the 13F portfolio, value $1,395,678.

    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 32,671 shares
    Change vs previous 13F -887 shares

    <0.01% of the 13F portfolio, value $1,611,405.

    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 33,558 shares
    Change vs previous 13F +11,140 shares

    <0.01% of the 13F portfolio, value $1,623,806.

    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 22,418 shares
    Change vs previous 13F -12,784 shares

    <0.01% of the 13F portfolio, value $1,075,767.

    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 35,202 shares
    Change vs previous 13F +9,134 shares

    <0.01% of the 13F portfolio, value $1,708,944.

    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 26,068 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $1,287,017.

    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 24,523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,230,548.

    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).