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OSAIC HOLDINGS, INC.: FWD position timeline

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

OSAIC HOLDINGS, INC. held 82,014 FWD 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 82,014 shares
    Change vs previous 13F +65,686 shares

    0.01% of the 13F portfolio, value $12,147,784.

    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 16,328 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $1,772,533.

    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 15,816 shares
    Change vs previous 13F +2,956 shares

    <0.01% of the 13F portfolio, value $1,651,431.

    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 12,860 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $1,250,741.

    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 12,797 shares
    Change vs previous 13F +1,786 shares

    <0.01% of the 13F portfolio, value $1,148,092.

    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 11,011 shares
    Change vs previous 13F +8,394 shares

    <0.01% of the 13F portfolio, value $775,354.

    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 2,617 shares
    Change vs previous 13F +686 shares

    <0.01% of the 13F portfolio, value $207,367.

    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 1,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,211.

    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).