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OSAIC HOLDINGS, INC.: FEP position timeline

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

OSAIC HOLDINGS, INC. held 81,561 FEP 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 81,561 shares
    Change vs previous 13F +6,428 shares

    0.01% of the 13F portfolio, value $4,653,721.

    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 75,133 shares
    Change vs previous 13F -7,090 shares

    0.01% of the 13F portfolio, value $4,103,559.

    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 82,223 shares
    Change vs previous 13F -2,794 shares

    0.01% of the 13F portfolio, value $4,419,843.

    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 85,017 shares
    Change vs previous 13F -8,172 shares

    0.01% of the 13F portfolio, value $4,257,753.

    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 93,189 shares
    Change vs previous 13F +23,224 shares

    0.01% of the 13F portfolio, value $4,423,731.

    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 69,965 shares
    Change vs previous 13F +40,053 shares

    0.01% of the 13F portfolio, value $2,856,872.

    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 29,912 shares
    Change vs previous 13F -21,205 shares

    <0.01% of the 13F portfolio, value $1,071,422.

    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 51,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,990,803.

    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).