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OSAIC HOLDINGS, INC.: GEV position timeline

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

OSAIC HOLDINGS, INC. held 146,184 GEV 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 146,184 shares
    Change vs previous 13F +6,369 shares

    0.2% of the 13F portfolio, value $171,783,777.

    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 139,815 shares
    Change vs previous 13F +4,130 shares

    0.18% of the 13F portfolio, value $122,068,975.

    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 135,685 shares
    Change vs previous 13F +39,795 shares

    0.13% of the 13F portfolio, value $88,693,154.

    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 95,890 shares
    Change vs previous 13F +15,783 shares

    0.08% of the 13F portfolio, value $58,696,392.

    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 80,107 shares
    Change vs previous 13F +27,467 shares

    0.07% of the 13F portfolio, value $41,636,647.

    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 52,640 shares
    Change vs previous 13F -5,578 shares

    0.04% of the 13F portfolio, value $16,071,623.

    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 58,218 shares
    Change vs previous 13F +14,082 shares

    0.04% of the 13F portfolio, value $17,310,770.

    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 44,136 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,252,962.

    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).