OSAIC HOLDINGS, INC.: HBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on HBM, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 54,759 HBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 54,759 sharesChange vs previous 13F +16,875 shares
<0.01% of the 13F portfolio, value $1,292,726.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,884 sharesChange vs previous 13F +16,062 shares
<0.01% of the 13F portfolio, value $791,585.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,822 sharesChange vs previous 13F +7,106 shares
<0.01% of the 13F portfolio, value $433,041.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,716 sharesChange vs previous 13F +1,197 shares
<0.01% of the 13F portfolio, value $181,782.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 13,519 sharesChange vs previous 13F +498 shares
<0.01% of the 13F portfolio, value $143,444.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,021 sharesChange vs previous 13F -20,911 shares
<0.01% of the 13F portfolio, value $98,832.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 33,932 sharesChange vs previous 13F +1,732 shares
<0.01% of the 13F portfolio, value $274,852.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,200 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $295,920.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).