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OSAIC HOLDINGS, INC.: HDB position timeline

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

OSAIC HOLDINGS, INC. held 38,012 HDB 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 38,012 shares
    Change vs previous 13F +2,028 shares

    <0.01% of the 13F portfolio, value $982,076.

    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 35,984 shares
    Change vs previous 13F +5,445 shares

    <0.01% of the 13F portfolio, value $895,381.

    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 30,539 shares
    Change vs previous 13F -5,308 shares

    <0.01% of the 13F portfolio, value $1,116,170.

    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 35,847 shares
    Change vs previous 13F +23,334 shares

    <0.01% of the 13F portfolio, value $1,362,190.

    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 12,513 shares
    Change vs previous 13F +4,135 shares

    <0.01% of the 13F portfolio, value $938,134.

    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 8,378 shares
    Change vs previous 13F -3,439 shares

    <0.01% of the 13F portfolio, value $556,832.

    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 11,817 shares
    Change vs previous 13F -713 shares

    <0.01% of the 13F portfolio, value $754,709.

    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 12,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $783,998.

    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).