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OSAIC HOLDINGS, INC.: FPEI position timeline

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

OSAIC HOLDINGS, INC. held 770,219 FPEI 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 770,219 shares
    Change vs previous 13F +67,050 shares

    0.02% of the 13F portfolio, value $14,857,336.

    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 703,169 shares
    Change vs previous 13F +48,648 shares

    0.02% of the 13F portfolio, value $13,360,300.

    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 654,521 shares
    Change vs previous 13F +6,432 shares

    0.02% of the 13F portfolio, value $12,691,072.

    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 648,089 shares
    Change vs previous 13F -74,522 shares

    0.02% of the 13F portfolio, value $12,465,599.

    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 722,611 shares
    Change vs previous 13F +29,192 shares

    0.02% of the 13F portfolio, value $13,702,418.

    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 693,419 shares
    Change vs previous 13F -10,053 shares

    0.03% of the 13F portfolio, value $12,967,018.

    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 703,472 shares
    Change vs previous 13F -71,092 shares

    0.03% of the 13F portfolio, value $13,154,987.

    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 774,564 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,770,753.

    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).