Skip to content
Disclosery

OSAIC HOLDINGS, INC.: FUMB position timeline

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

OSAIC HOLDINGS, INC. held 344,084 FUMB 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 344,084 shares
    Change vs previous 13F +162,246 shares

    0.01% of the 13F portfolio, value $6,902,179.

    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 181,838 shares
    Change vs previous 13F -45,380 shares

    0.01% of the 13F portfolio, value $3,645,861.

    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 227,218 shares
    Change vs previous 13F -40,483 shares

    0.01% of the 13F portfolio, value $4,558,044.

    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 267,701 shares
    Change vs previous 13F -2,541 shares

    0.01% of the 13F portfolio, value $5,385,311.

    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 270,242 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $5,431,907.

    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 270,296 shares
    Change vs previous 13F +111,517 shares

    0.01% of the 13F portfolio, value $5,432,843.

    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 158,779 shares
    Change vs previous 13F +868 shares

    0.01% of the 13F portfolio, value $3,189,880.

    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 157,911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,177,131.

    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).