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OSAIC HOLDINGS, INC.: FSMB position timeline

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

OSAIC HOLDINGS, INC. held 447,272 FSMB 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 447,272 shares
    Change vs previous 13F +242,736 shares

    0.01% of the 13F portfolio, value $8,940,954.

    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 204,536 shares
    Change vs previous 13F -95,013 shares

    0.01% of the 13F portfolio, value $4,082,562.

    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 299,549 shares
    Change vs previous 13F -4,465 shares

    0.01% of the 13F portfolio, value $6,005,128.

    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 304,014 shares
    Change vs previous 13F +46,375 shares

    0.01% of the 13F portfolio, value $6,097,726.

    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 257,639 shares
    Change vs previous 13F +99,949 shares

    0.01% of the 13F portfolio, value $5,127,710.

    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 157,690 shares
    Change vs previous 13F +23,760 shares

    0.01% of the 13F portfolio, value $3,133,285.

    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 133,930 shares
    Change vs previous 13F +5,020 shares

    0.01% of the 13F portfolio, value $2,657,166.

    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 128,910 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,579,515.

    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).