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OSAIC HOLDINGS, INC.: FCVT position timeline

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

OSAIC HOLDINGS, INC. held 176,020 FCVT 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 176,020 shares
    Change vs previous 13F +11,180 shares

    0.01% of the 13F portfolio, value $9,466,382.

    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 164,840 shares
    Change vs previous 13F +138,131 shares

    0.01% of the 13F portfolio, value $7,282,639.

    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 26,709 shares
    Change vs previous 13F -11,287 shares

    <0.01% of the 13F portfolio, value $1,149,363.

    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 37,996 shares
    Change vs previous 13F +22,347 shares

    <0.01% of the 13F portfolio, value $1,551,931.

    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 15,649 shares
    Change vs previous 13F -6,154 shares

    <0.01% of the 13F portfolio, value $607,411.

    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 21,803 shares
    Change vs previous 13F -140,433 shares

    <0.01% of the 13F portfolio, value $761,248.

    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 162,236 shares
    Change vs previous 13F +136,750 shares

    0.01% of the 13F portfolio, value $5,968,705.

    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 25,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $910,046.

    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).