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Disclosery

OSAIC HOLDINGS, INC.: G position timeline

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

OSAIC HOLDINGS, INC. held 3,406 G 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 3,406 shares
    Change vs previous 13F +899 shares

    <0.01% of the 13F portfolio, value $93,687.

    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 2,507 shares
    Change vs previous 13F -5,694 shares

    <0.01% of the 13F portfolio, value $93,401.

    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 8,201 shares
    Change vs previous 13F -140,631 shares

    <0.01% of the 13F portfolio, value $383,698.

    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 148,832 shares
    Change vs previous 13F +44,834 shares

    0.01% of the 13F portfolio, value $6,244,592.

    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 103,998 shares
    Change vs previous 13F +97,259 shares

    0.01% of the 13F portfolio, value $5,214,810.

    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 6,739 shares
    Change vs previous 13F +3,139 shares

    <0.01% of the 13F portfolio, value $339,565.

    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 3,600 shares
    Change vs previous 13F +930 shares

    <0.01% of the 13F portfolio, value $154,626.

    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 2,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,701.

    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).