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Disclosery

OSAIC HOLDINGS, INC.: HEEM position timeline

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

OSAIC HOLDINGS, INC. held 30,230 HEEM 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 30,230 shares
    Change vs previous 13F +21,131 shares

    <0.01% of the 13F portfolio, value $1,352,192.

    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 9,099 shares
    Change vs previous 13F -21,276 shares

    <0.01% of the 13F portfolio, value $335,955.

    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 30,375 shares
    Change vs previous 13F -648 shares

    <0.01% of the 13F portfolio, value $1,055,837.

    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 31,023 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $1,039,700.

    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 31,390 shares
    Change vs previous 13F +8,309 shares

    <0.01% of the 13F portfolio, value $944,555.

    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 23,081 shares
    Change vs previous 13F +22,970 shares

    <0.01% of the 13F portfolio, value $648,108.

    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 111 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $3,014.

    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 109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,117.

    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).