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OSAIC HOLDINGS, INC.: FESM position timeline

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

OSAIC HOLDINGS, INC. held 1,749,135 FESM 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 1,749,135 shares
    Change vs previous 13F +410,329 shares

    0.1% of the 13F portfolio, value $84,499,962.

    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 1,338,806 shares
    Change vs previous 13F +552,279 shares

    0.07% of the 13F portfolio, value $50,895,728.

    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 786,527 shares
    Change vs previous 13F +192,129 shares

    0.04% of the 13F portfolio, value $29,723,217.

    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 594,398 shares
    Change vs previous 13F +329,808 shares

    0.03% of the 13F portfolio, value $21,422,814.

    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 264,590 shares
    Change vs previous 13F +101,093 shares

    0.02% of the 13F portfolio, value $8,465,432.

    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 163,497 shares
    Change vs previous 13F +107,302 shares

    0.01% of the 13F portfolio, value $4,820,526.

    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 56,195 shares
    Change vs previous 13F +38,827 shares

    <0.01% of the 13F portfolio, value $1,817,923.

    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 17,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $558,825.

    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).