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OSAIC HOLDINGS, INC.: HALO position timeline

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

OSAIC HOLDINGS, INC. held 176,973 HALO 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 176,973 shares
    Change vs previous 13F -6,513 shares

    0.02% of the 13F portfolio, value $13,851,561.

    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 183,486 shares
    Change vs previous 13F -15,780 shares

    0.02% of the 13F portfolio, value $11,858,567.

    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 199,266 shares
    Change vs previous 13F -49,301 shares

    0.02% of the 13F portfolio, value $13,410,488.

    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 248,567 shares
    Change vs previous 13F +195,119 shares

    0.03% of the 13F portfolio, value $18,224,031.

    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 53,448 shares
    Change vs previous 13F +23,910 shares

    0.01% of the 13F portfolio, value $2,971,805.

    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 29,538 shares
    Change vs previous 13F +5,673 shares

    <0.01% of the 13F portfolio, value $1,884,580.

    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 23,865 shares
    Change vs previous 13F +2,786 shares

    <0.01% of the 13F portfolio, value $1,124,909.

    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 21,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,206,546.

    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).