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OSAIC HOLDINGS, INC.: FRI position timeline

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

OSAIC HOLDINGS, INC. held 16,753 FRI 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 16,753 shares
    Change vs previous 13F +2,942 shares

    <0.01% of the 13F portfolio, value $531,225.

    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 13,811 shares
    Change vs previous 13F -4,460 shares

    <0.01% of the 13F portfolio, value $393,170.

    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 18,271 shares
    Change vs previous 13F -74,083 shares

    <0.01% of the 13F portfolio, value $499,073.

    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 92,354 shares
    Change vs previous 13F -52,521 shares

    <0.01% of the 13F portfolio, value $2,586,721.

    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 144,875 shares
    Change vs previous 13F -9,374 shares

    0.01% of the 13F portfolio, value $3,918,878.

    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 154,249 shares
    Change vs previous 13F -43,018 shares

    0.01% of the 13F portfolio, value $4,243,397.

    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 197,267 shares
    Change vs previous 13F +173,833 shares

    0.01% of the 13F portfolio, value $5,399,172.

    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 23,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $694,694.

    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).