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OSAIC HOLDINGS, INC.: HEFA position timeline

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

OSAIC HOLDINGS, INC. held 1,360,026 HEFA 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 1,360,026 shares
    Change vs previous 13F +111,359 shares

    0.08% of the 13F portfolio, value $63,830,832.

    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 1,248,667 shares
    Change vs previous 13F -109,116 shares

    0.08% of the 13F portfolio, value $53,072,454.

    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 1,357,783 shares
    Change vs previous 13F -8,306 shares

    0.08% of the 13F portfolio, value $56,168,025.

    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 1,366,089 shares
    Change vs previous 13F +22,838 shares

    0.08% of the 13F portfolio, value $53,763,755.

    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 1,343,251 shares
    Change vs previous 13F +688,287 shares

    0.09% of the 13F portfolio, value $50,989,738.

    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 654,964 shares
    Change vs previous 13F -440,306 shares

    0.05% of the 13F portfolio, value $23,776,131.

    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 1,095,270 shares
    Change vs previous 13F -196,991 shares

    0.09% of the 13F portfolio, value $38,069,076.

    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 1,292,261 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $45,781,540.

    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).