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OSAIC HOLDINGS, INC.: FSEP position timeline

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

OSAIC HOLDINGS, INC. held 297,940 FSEP 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 297,940 shares
    Change vs previous 13F +19,016 shares

    0.02% of the 13F portfolio, value $16,410,460.

    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 278,924 shares
    Change vs previous 13F -29,612 shares

    0.02% of the 13F portfolio, value $14,038,070.

    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 308,536 shares
    Change vs previous 13F -28,096 shares

    0.02% of the 13F portfolio, value $15,907,971.

    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 336,632 shares
    Change vs previous 13F +6,273 shares

    0.02% of the 13F portfolio, value $16,841,012.

    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 330,359 shares
    Change vs previous 13F +15,561 shares

    0.03% of the 13F portfolio, value $15,762,396.

    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 314,798 shares
    Change vs previous 13F -22,774 shares

    0.03% of the 13F portfolio, value $14,024,133.

    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 337,572 shares
    Change vs previous 13F -110,292 shares

    0.03% of the 13F portfolio, value $15,426,810.

    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 447,864 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,126,879.

    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).