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OSAIC HOLDINGS, INC.: FHI position timeline

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

OSAIC HOLDINGS, INC. held 32,988 FHI 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 32,988 shares
    Change vs previous 13F -1,472 shares

    <0.01% of the 13F portfolio, value $1,821,453.

    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 34,460 shares
    Change vs previous 13F -4,565 shares

    <0.01% of the 13F portfolio, value $1,954,077.

    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 39,025 shares
    Change vs previous 13F +5,137 shares

    <0.01% of the 13F portfolio, value $2,031,922.

    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 33,888 shares
    Change vs previous 13F +17,071 shares

    <0.01% of the 13F portfolio, value $1,780,324.

    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 16,817 shares
    Change vs previous 13F +15,753 shares

    <0.01% of the 13F portfolio, value $745,288.

    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 1,064 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $43,389.

    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 1,519 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $62,443.

    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 1,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,717.

    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).