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OSAIC HOLDINGS, INC.: FVD position timeline

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

OSAIC HOLDINGS, INC. held 2,012,367 FVD 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 2,012,367 shares
    Change vs previous 13F +153,266 shares

    0.11% of the 13F portfolio, value $96,965,699.

    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 1,859,101 shares
    Change vs previous 13F -758,555 shares

    0.13% of the 13F portfolio, value $87,440,537.

    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 2,617,656 shares
    Change vs previous 13F -10,925 shares

    0.18% of the 13F portfolio, value $120,631,543.

    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 2,628,581 shares
    Change vs previous 13F +72,762 shares

    0.17% of the 13F portfolio, value $121,654,341.

    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 2,555,819 shares
    Change vs previous 13F -13,921 shares

    0.2% of the 13F portfolio, value $114,254,424.

    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 2,569,740 shares
    Change vs previous 13F +960,844 shares

    0.26% of the 13F portfolio, value $114,594,148.

    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 1,608,896 shares
    Change vs previous 13F -247,161 shares

    0.16% of the 13F portfolio, value $70,218,743.

    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 1,856,057 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $84,439,500.

    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).