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OSAIC HOLDINGS, INC.: GEN position timeline

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

OSAIC HOLDINGS, INC. held 62,593 GEN 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 62,593 shares
    Change vs previous 13F -17,895 shares

    <0.01% of the 13F portfolio, value $1,558,063.

    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 80,488 shares
    Change vs previous 13F -72,282 shares

    <0.01% of the 13F portfolio, value $1,515,580.

    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 152,770 shares
    Change vs previous 13F -31,997 shares

    0.01% of the 13F portfolio, value $4,153,923.

    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 184,767 shares
    Change vs previous 13F +66,076 shares

    0.01% of the 13F portfolio, value $5,525,161.

    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 118,691 shares
    Change vs previous 13F +9,296 shares

    0.01% of the 13F portfolio, value $3,489,170.

    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 109,395 shares
    Change vs previous 13F +28,663 shares

    0.01% of the 13F portfolio, value $2,903,326.

    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 80,732 shares
    Change vs previous 13F +12,175 shares

    <0.01% of the 13F portfolio, value $2,210,462.

    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 68,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,880,536.

    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).