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OSAIC HOLDINGS, INC.: FV position timeline

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

OSAIC HOLDINGS, INC. held 646,596 FV 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 646,596 shares
    Change vs previous 13F -74,277 shares

    0.06% of the 13F portfolio, value $49,072,893.

    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 720,873 shares
    Change vs previous 13F -50,252 shares

    0.06% of the 13F portfolio, value $43,577,040.

    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 771,125 shares
    Change vs previous 13F -133,793 shares

    0.07% of the 13F portfolio, value $48,526,496.

    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 904,918 shares
    Change vs previous 13F +99,566 shares

    0.08% of the 13F portfolio, value $55,744,704.

    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 805,352 shares
    Change vs previous 13F +21,720 shares

    0.08% of the 13F portfolio, value $47,728,916.

    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 783,632 shares
    Change vs previous 13F -52,911 shares

    0.1% of the 13F portfolio, value $42,993,207.

    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 836,543 shares
    Change vs previous 13F -58,143 shares

    0.11% of the 13F portfolio, value $49,409,368.

    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 894,686 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $52,134,740.

    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).