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OSAIC HOLDINGS, INC.: FVAL position timeline

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

OSAIC HOLDINGS, INC. held 254,515 FVAL 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 254,515 shares
    Change vs previous 13F +6,599 shares

    0.02% of the 13F portfolio, value $19,840,794.

    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 247,916 shares
    Change vs previous 13F -3,223 shares

    0.03% of the 13F portfolio, value $17,208,745.

    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 251,139 shares
    Change vs previous 13F -6,530 shares

    0.03% of the 13F portfolio, value $18,154,323.

    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 257,669 shares
    Change vs previous 13F +11,567 shares

    0.02% of the 13F portfolio, value $17,467,165.

    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 246,102 shares
    Change vs previous 13F -2,162 shares

    0.03% of the 13F portfolio, value $15,721,950.

    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 248,264 shares
    Change vs previous 13F +8,526 shares

    0.03% of the 13F portfolio, value $14,797,310.

    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 239,738 shares
    Change vs previous 13F -11,759 shares

    0.03% of the 13F portfolio, value $14,751,169.

    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 251,497 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,243,074.

    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).