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OSAIC HOLDINGS, INC.: FELV position timeline

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

OSAIC HOLDINGS, INC. held 579,147 FELV 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 579,147 shares
    Change vs previous 13F +396,835 shares

    0.03% of the 13F portfolio, value $23,231,530.

    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 182,312 shares
    Change vs previous 13F -297,488 shares

    0.01% of the 13F portfolio, value $6,368,295.

    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 479,800 shares
    Change vs previous 13F -80,846 shares

    0.02% of the 13F portfolio, value $16,641,045.

    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 560,646 shares
    Change vs previous 13F +2,890 shares

    0.03% of the 13F portfolio, value $18,767,680.

    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 557,756 shares
    Change vs previous 13F -277,555 shares

    0.03% of the 13F portfolio, value $17,729,166.

    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 835,311 shares
    Change vs previous 13F +714,374 shares

    0.06% of the 13F portfolio, value $25,685,090.

    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 120,937 shares
    Change vs previous 13F +7,489 shares

    0.01% of the 13F portfolio, value $3,685,353.

    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 113,448 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,512,602.

    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).